FWSBX : First Western Short Duration Bond Fund

FWSBX is a Bond Market High Yield Bond with MODERATE fees.

FWSBX

First Western Short Duration Bond Fund

FI Score

40 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

40% FI Score
  • fwsbx
  • Mutual Fund
  • Bond
  • High Yield Bond

First Western Short Duration Bond Fund

Expenses: 0.60% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks a high level of income consistent with preservation of capital and liquidity. Normally, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in investment grade bonds. Investment grade bonds are rated in the four highest credit categories (AAA, AA, A, BBB, or an equivalent rating) by at least one nationally recognized rating agency or unrated securities that the Adviser considers to be of comparable quality.

Largest Holdings

Amount Holding
3.07% United States Treasury Notes 2.38%
2.24% United States Treasury Notes 2.5%
2.12% United States Treasury Notes 1.88%
1.65% CALIFORNIA MUN FIN AUTH REV 5%
1.54% Government National Mortgage Association 2.9%
1.51% Federal National Mortgage Association 3%
1.44% CPS AUTO RECEIVABLES TRUST 4.34%
1.36% Federal National Mortgage Association 3.5%
1.29% JP Morgan Mortgage Trust 3.5%
1.28% Federal Home Loan Mortgage Corporation 3.5%
1.28% VERIZON OWNER TRUST 3.23%
1.26% Federal National Mortgage Association 2.5%
1.18% United States Treasury Notes 2.75%
1.16% Georgia Power Company 2.1%
1.13% Sprint Spectrum Co LLC / Sprint Spectrum Co II LLC / Sprint Spectrum Co III
1.08% United States Treasury Notes 2.88%
1.06% CWABS Inc. 1.73%
1.05% Discover Financial Services 3.85%
1.05% Ryder System, Inc. 2.5%
1.05% McDonald's Corporation 3.35%
1.05% Dell International L.L.C. and EMC Corporation 4.42%
1.05% American Tower Corporation 3.5%
1.04% SBA Tower Trust 2.88%
1.04% American Campus Communities Operating Partnership, L.P. 3.75%
1.04% First Investors Auto Owner Trust 2011 2.65%

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