Wednesday, February 01, 2017

Vanguard's Ultra-Short-Term Bond Fund - VUBFX & VUSFX

For Bob Brinker readers who are seeking to minimize DURATION in their Fixed Income portfolio in anticipation of a rising interest rates going forward, you should consider Vanguard's two new ultra short duration bond funds.
They are Vanguard's:
  • VUBFX - Ultra-Short-Term Bond Fund Investor Shares
  • VUSFX - Ultra-Short-Term Bond Fund Admiral Shares
Fund Comparison


Fund
Minimum
Investment
Current
Yield
Expense
Ratio
Average
Duration
VUBFX
$3,000
1.30%
0.20%
0.9 years
VUSFX
$50,000
1.35%
0.12%
0.9 years

For my recommendations for fixed income investments, read "Kirk Lindstrom's Investment Letter."
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