VERY SHORT TERM BONDS
BEST OVERALL VERY SHORT TERM BONDS FUND
Monterey PIA Short-Term Govt (PIASX)
A FAVORITE BECAUSE: Almost unheard of for non Vanguard open end fund with active management 0.37% expense ratio. Low minimums $1,000/$100 IRA. Made it through credit crisis that hit many ultra short term bond funds hard.
WE DON'T LIKE: Slim 1% yield with no FDIC backing almost makes us wonder why we should bother until rates go up.
| Named Favorite: | 07/10 |
| Return While Favorite: | 1.82% |
| VS. S&P While Favorite: | -95.45% |
| MAXrating: | 61 |
| Outlook: | 3% |
| Expense Ratio: | 0.39% |
VERY SHORT TERM BONDS SPECIAL CRITERIA WINNERS
BEST OPEN-END VERY SHORT TERM BONDS FUND
Monterey PIA Short-Term Govt (PIASX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 1.82% |
| VS. S&P While Favorite: | -95.45% |
| MAXrating: | 61 |
| Outlook: | 3% |
| Expense Ratio: | 0.39% |
BEST VERY SHORT TERM BONDS ETF
Vanguard Short Term Bond ETF (BSV)
| Named Favorite: | 07/10 |
| Return While Favorite: | 6.72% |
| VS. S&P While Favorite: | -90.55% |
| MAXrating: | NA |
| Outlook: | NA |
| Expense Ratio: | NA |
BEST LOW MINIMUM VERY SHORT TERM BONDS FUND
PIMCO Low Duration D (PLDDX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 9.56% |
| VS. S&P While Favorite: | -87.71% |
| MAXrating: | |
| Outlook: | % |
| Expense Ratio: | % |
BEST NTF VERY SHORT TERM BONDS FUND
Payden Short Bond R (PYSBX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 7.71% |
| VS. S&P While Favorite: | -89.56% |
| MAXrating: | 77 |
| Outlook: | 2% |
| Expense Ratio: | 0.43% |
VERY SHORT TERM BONDS PREVIOUS FAVORITES
| Fund Name/Ticker: | Added | Removed | Return | Vs. S&P |
|---|
VERY SHORT TERM BONDS TRANSACTIONS
07/10 - Added Monterey PIA Short-Term Govt (PIASX). Added as Best Open-End and Best Overall Very Short Term Bonds fund.
07/10 - Added PIMCO Low Duration D (PLDDX). Added as Best Very Short Term Bonds Low Minimum Fund.
07/10 - Added Payden Short Bond R (PYSBX). Added as Best Very Short Term Bonds No-Transaction Fee Fund.
07/10 - Added Vanguard Short Term Bond ETF (BSV). Added as Best Very Short Term Bonds Exchange Trade Fund.
