Siit Ultra Short Duration Bond FundSUSAX

MUTUAL FUNDSEI
Type
Mutual fund
Peer group
Taxable bond
Net assets
$369.9M
Expense ratio
0.25%
1-year return
+4.9%
3 years, a year
+5.5%
5 years, a year
+3.3%
Holdings
482

What it aims to do.

Provide higher current income than that typically offered by a money market fund while maintaining a high degree of liquidity and a correspondingly higher risk of principal volatility.

Top 10 holdings.

Holding% of fund
United States of America3.65%
United States of America2.48%
United States of America2.37%
United States of America1.54%
United States of America1.16%
JPMorgan Chase & Co.0.85%
Wells Fargo & Company0.83%
Synchrony Card Issuance Trust, Synchrony0.83%
Morgan Stanley0.80%
The Toronto-Dominion Bank0.77%

More on SUSAX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.