Usgi U.S. Government Securities Ultra-Short Bond FundUGSDX

MUTUAL FUNDU.S
Type
Mutual fund
Peer group
Government bond
Net assets
$31.2M
Expense ratio
1.35%
1-year return
+3.7%
3 years, a year
+4.0%
5 years, a year
+2.2%
Holdings
14

What it aims to do.

The U.S. Government Securities Ultra-Short Bond Fund (Government Securities Ultra-Short Bond Fund) seeks to provide current income and preserve capital.

Top 10 holdings.

Holding% of fund
U.S. Treasury Bill15.95%
U.S. Treasury Bill12.73%
Federal Home Loan Mortgage Corp.11.17%
U.S. Treasury Bill9.52%
U.S. Treasury Bill7.99%
Federal Home Loan Mortgage Corp.6.37%
U.S. Treasury Bill6.34%
Federal Home Loan Bank4.81%
U.S. Treasury Bill4.78%
Federal Home Loan Bank4.74%

More on UGSDX.

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