Short-Term Bond
Donors with ongoing granting plans or current charitable goals may consider utilizing Short-Term Bond. This fund may be used as part of a diversified portfolio aligned to immediate and short-term giving goals.
Expense Ratio
Last updated 12/31/2025 0.07%
Risk/granting time horizon
Returns
Last updated 12/31/2025
Qtr
1.18%
1 Yr
6.84%
5 Yrs
2.31%
10 Yrs
2.84%
Underlying funds
Benchmark
Bloomberg Barclays U.S. 1-5 Year Credit Index
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
passive
Goal
Seeks current income with limited price volatility and provides exposure to short-term, investment-grade fixed income securities.
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