RULFX Mutual Fund

RULFX Mutual Fund (RBC Ultra-Short Fixed Income Fund Class A) is managed by RBC Global Asset Management (US) with $18.3M in net assets. RULFX expense ratio is 0.39%, holding 120 positions across sectors including Financials, Utilities, Communication Services. Inception date: 2014-03-03.

RULFX performance shows a YTD return of 2.24%. The 1-year return is 3.56% and the 5-year return is 3.66%. RULFX dividend yield stands at 4.32%, paid monthly.

RULFX top holdings include US Government Money Market Fund (6.9%), Charles Schwab Corporation (The) 1.32% 03/03/2027 (2.2%), Wells Fargo & Co 3.53% 24Mar2028 (1.9%), Hyundai Capital America Sr Unsecured 144A 06/27 Var (1.7%), Athene Global Funding (1.7%). Go to all RULFX holdings, RULFX sectors, or RULFX dividends.

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