Six Circles Ultra Short Duration Fund (CUSDX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CUSDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CUSDX
CUSDX charges 0.18% annually. There are 5 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | CUSDX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | CUSDX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | CUSDX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | CUSDX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | CUSDX vs DFYGX |
Best Risk-Adjusted Alternatives to CUSDX
CUSDX has a PortfoliosLab risk / return rank of 99. There are 16 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | CUSDX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | CUSDX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | CUSDX vs BUBSX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | CUSDX vs PAIPX | |
| Fidelity Series Treasury Bill Index Fund | 100 | — | Aug 2018 | CUSDX vs FHQFX |
Top Performing CUSDX Alternatives (YTD)
CUSDX is at 1.63% YTD. There are 12 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.15% | — | Dec 2010 | CUSDX vs SEMRX | |
| PIMCO Short Term Fund | 2.03% | — | Oct 1987 | CUSDX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.91% | — | May 2012 | CUSDX vs PAIPX | |
| Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed... | 1.77% | — | Mar 2016 | CUSDX vs TSDUX | |
| SEI Institutional Investments Trust Opportunistic ... | 1.77% | — | Dec 2006 | CUSDX vs ENIAX |
Lowest Volatility Alternatives to CUSDX
CUSDX has 0.92% 1-year volatility. There are 8 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.58% | — | Mar 2017 | CUSDX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.62% | — | Mar 2019 | CUSDX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | CUSDX vs BUBSX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.67% | — | Sep 1987 | CUSDX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | — | Dec 2013 | CUSDX vs BUBIX |
Lowest Drawdown Alternatives to CUSDX
CUSDX has a 1-year max drawdown of -0.40%. There are 32 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | CUSDX vs UGSDX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | CUSDX vs FHQFX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | CUSDX vs BUBSX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | CUSDX vs MUIIX | |
| Tactical Multi-Purpose Fund | -0.10% | — | Mar 2017 | CUSDX vs TMPFX |
Other Mutual Funds from Six Circles
The 5 most viewed Six Circles mutual funds shown here include CUSUX, CIUEX, CMIUX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Six Circles U.S. Unconstrained Equity Fund | Large Cap Blend Equities | 42 | 5.10% | — | Jul 2018 | CUSDX vs CUSUX | |
| Six Circles International Unconstrained Equity Fun... | Foreign Large Cap Equities | 27 | 7.29% | — | Jul 2018 | CUSDX vs CIUEX | |
| Six Circles Managed Equity Portfolio International... | Europe Equities | 29 | 7.29% | — | Apr 2019 | CUSDX vs CMIUX | |
| Six Circles Credit Opportunities Fund | High Yield Bonds | 87 | 2.48% | — | Nov 2020 | CUSDX vs CRDOX | |
| Six Circles Tax Aware Bond Fund | Municipal Bonds | 85 | 2.00% | — | May 2020 | CUSDX vs CBTAX |
Often Compared With CUSDX
Investors most often compare CUSDX with FJTDX, TLDIX, TRSTX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CUSDX with Any Fund or Stock
Compare CUSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CUSDX with funds that move differently
Six Circles Ultra Short Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CUSDX.
Explore CUSDX Diversifiers