Principal Short-Term Income Fund (SRHQX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SRHQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SRHQX
SRHQX charges 0.65% annually. There are 85 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | SRHQX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | SRHQX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | SRHQX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | SRHQX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | SRHQX vs TNSHX |
Best Risk-Adjusted Alternatives to SRHQX
SRHQX has a PortfoliosLab risk / return rank of 81. There are 49 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | SRHQX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | SRHQX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | SRHQX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | SRHQX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 98 | — | Sep 2015 | SRHQX vs BATAX |
Top Performing SRHQX Alternatives (YTD)
SRHQX is at 0.82% YTD. There are 54 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 6.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 6.02% | — | Apr 2011 | SRHQX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.39% | — | Jul 2005 | SRHQX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | SRHQX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.99% | — | Jul 2016 | SRHQX vs DHEIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.98% | — | Sep 2015 | SRHQX vs BATAX |
Lowest Volatility Alternatives to SRHQX
SRHQX has 1.76% 1-year volatility. There are 31 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | SRHQX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | SRHQX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | SRHQX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | SRHQX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.18% | — | Nov 2013 | SRHQX vs DFAIX |
Lowest Drawdown Alternatives to SRHQX
SRHQX has a 1-year max drawdown of -1.06%. There are 26 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | SRHQX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | SRHQX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | SRHQX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | SRHQX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | SRHQX vs HOBEX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -6.40% | — | Dec 2000 | SRHQX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | -0.69% | — | Dec 2000 | SRHQX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 41 | 7.21% | — | Nov 1986 | SRHQX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -5.65% | — | Jun 2012 | SRHQX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 37 | 6.92% | — | Feb 2008 | SRHQX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 95 | 4.64% | — | Oct 2011 | SRHQX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 49 | 9.37% | — | Jul 1996 | SRHQX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 38 | 6.30% | — | Feb 2008 | SRHQX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 39 | 5.76% | — | Feb 2001 | SRHQX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 72 | 20.20% | — | Dec 2000 | SRHQX vs PSSMX |
Often Compared With SRHQX
Investors most often compare SRHQX with PLTNX, SNSAX, PQIAX. These 9 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | 8.74% | — | Sep 2014 | SRHQX vs PLTNX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 88 | 1.66% | — | Nov 2003 | SRHQX vs SNSAX | |
| Principal Equity Income Fund | Large Cap Value Equities | 71 | 9.50% | — | May 1939 | SRHQX vs PQIAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 53 | 16.66% | — | Jun 2011 | SRHQX vs PMDIX | |
| Principal Global Real Estate Securities Fund | REIT | 13 | 9.21% | — | Sep 2007 | SRHQX vs POSIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 41 | 4.55% | — | Feb 2001 | SRHQX vs PMTIX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 36 | 0.16% | — | Mar 1994 | SRHQX vs VBISX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 97 | 1.27% | — | Sep 2011 | SRHQX vs DBLSX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 96 | 1.72% | — | Mar 2017 | SRHQX vs DLDFX |
Compare SRHQX with Any Fund or Stock
Compare SRHQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SRHQX with funds that move differently
Principal Short-Term Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SRHQX.
Explore SRHQX Diversifiers