BUSIX Mutual Fund

BUSIX Mutual Fund (Sterling Capital Ultra Short Bond Fund Institutional Class) is managed by Sterling Capital Funds with $20.9M in net assets. BUSIX expense ratio is 0.44%, holding 133 positions across sectors including Financials, Energy, Industrials. Inception date: 2012-11-30.

BUSIX performance shows a YTD return of 0.45%. The 1-year return is 4.44% and the 5-year return is 3.30%. BUSIX dividend yield stands at 4.34%, paid monthly.

BUSIX top holdings include federated hermes treasury oligations fund (1.8%), Galc 2016-1 A4 (1.6%), BANK OF AMERICA CORP 1.73% Jul 22, 2027 (1.4%), Comm 2017-cor2 Mortgage Trust (1.3%), Tricon Residential Tcn 2025 Sfr1 A 144A (1.3%). Go to all BUSIX holdings, BUSIX sectors, or BUSIX dividends.

BUSIX can be compared against other funds. Use BUSIX overlap to find shared positions, or BUSIX vs another fund for a side-by-side view. BUSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.