Thornburg Limited Term U.S. Government Fund (LTUSX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LTUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LTUSX
LTUSX charges 0.92% annually. There are 87 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | LTUSX vs GUSTX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | — | Oct 2015 | LTUSX vs FBLTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | LTUSX vs FUMBX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | LTUSX vs FNBGX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | Dec 2005 | LTUSX vs FUAMX |
Best Risk-Adjusted Alternatives to LTUSX
LTUSX has a PortfoliosLab risk / return rank of 29. There are 29 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | LTUSX vs FEUGX | |
| DFA Short-Term Government Portfolio | 99 | 1.81B | May 1987 | LTUSX vs DFFGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | LTUSX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 90 | — | Aug 2010 | LTUSX vs VSBIX | |
| Integrity Short Term Government Fund | 89 | — | Jun 2011 | LTUSX vs MDSIX |
Top Performing LTUSX Alternatives (YTD)
LTUSX is at 0.19% YTD. There are 23 mutual funds in the Government Bonds category with higher YTD returns, going as high as 2.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 2.05% | — | Dec 1985 | LTUSX vs FEUGX | |
| Integrity Short Term Government Fund | 1.86% | — | Jun 2011 | LTUSX vs MDSIX | |
| GMO U.S. Treasury Fund | 1.59% | — | Mar 2009 | LTUSX vs GUSTX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.50% | 6.60B | Feb 2015 | LTUSX vs VGIVX | |
| DFA Short-Term Government Portfolio | 1.48% | 1.81B | May 1987 | LTUSX vs DFFGX |
Lowest Volatility Alternatives to LTUSX
LTUSX has 2.89% 1-year volatility. There are 26 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 0.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 0.78% | 1.81B | May 1987 | LTUSX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.27% | — | Mar 2009 | LTUSX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.30% | — | Aug 2010 | LTUSX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.31% | 33.90B | Dec 2009 | LTUSX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.36% | — | Dec 1985 | LTUSX vs FEUGX |
Lowest Drawdown Alternatives to LTUSX
LTUSX has a 1-year max drawdown of -2.31%. There are 28 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | LTUSX vs GUSTX | |
| DFA Short-Term Government Portfolio | -0.30% | 1.81B | May 1987 | LTUSX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | LTUSX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | LTUSX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | LTUSX vs VSBIX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBIX, TIBAX, THOIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 97 | 16.12% | — | Dec 2002 | LTUSX vs TIBIX | |
| Thornburg Investment Income Builder Fund | Global Allocation | 97 | 16.02% | — | Dec 2002 | LTUSX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 86 | 9.30% | — | Jul 2006 | LTUSX vs THOIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 53 | 0.62% | — | Dec 2007 | LTUSX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 20 | 3.56% | — | Sep 2015 | LTUSX vs TBWIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 47 | 9.70% | — | May 1998 | LTUSX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 83 | 2.21% | — | Mar 2009 | LTUSX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 81 | 1.68% | — | Jul 1991 | LTUSX vs THIMX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 65 | 0.86% | — | Sep 1984 | LTUSX vs LTMFX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 14 | 9.60% | — | Jan 2007 | LTUSX vs TINGX |
Often Compared With LTUSX
Investors most often compare LTUSX with FVIIX, PEDIX, NEFLX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LTUSX with Any Fund or Stock
Compare LTUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LTUSX with funds that move differently
Thornburg Limited Term U.S. Government Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LTUSX.
Explore LTUSX Diversifiers