SRHQX Fund Comparisons

SRHQX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include FSHBX, CSDAX, VFSTX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SRHQX
Name
Short-Term Income Fund
Type
Mutual Fund
Originator
Principal
Asset class
fixed_income
Net expense ratio
0.6%
AUM
$3.4B

Comparable Funds

FundQuant reviewed 344 active searchable funds, 47 ETFs, 297 mutual funds and returned 3 comparable funds for SRHQX.

  1. FSHBX - Fidelity Short-Term Bond Fund (Mutual Fund; Fidelity; fixed_income; Strong Fit; fit score 74)
  2. CSDAX - Calvert Short Duration Income Fund (Mutual Fund; Calvert; fixed_income; Strong Fit; fit score 80)
  3. VFSTX - Vanguard Short-Term Investment-Grade Fund (Mutual Fund; Vanguard; fixed_income; Strong Fit; fit score 73)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SRHQX/comps