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HIO Western Asset High Income Opportunity Fund

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Fund HIO Western Asset High Income Opportunity Fund ANGL VanEck Vectors Fallen Angel High Yield Bond ETF GHYG iShares US & Intl High Yield Corp Bond ETF  
100% 90% 91%
Annual Fees
(0.92% Exp. Ratio)
(0.35% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.16% annual return
$14,385.24 $17,086.63 $16,831.29
Est. savings over 30 yrs +$2,701.38 +$2,446.05
As of 2/28/18
1 YR RETURN 3.81%
3 YR 4.07%
5 YR 4.04%
10 YR 7.22%
1 YR RETURN 5.29%
3 YR 8.05%
5 YR 7.94%
10 YR --
1 YR RETURN 6.71%
3 YR 4.37%
5 YR 4.09%
10 YR --
The Fund seeks high current income with capital appreciation as a secondary objective. The Fund seeks to achieve its investment objectives by investing, under normal circumstances, at least 65% of its assets in high-yielding corporate bonds, debentures and notes.
The Fund seeks to replicate as closely as possible the performance of the BofA Merrill Lynch US Fallen Angel High Yield Index. The Index is comprised of below investment grade corporate bonds denominated in US dollar and were rated investment grade at the time of issuance.
The Fund seeks to track the performance that correspond to the Markit iBoxx Global Developed Markets High Yield Index. The Underlying Index is a rules-based index consisting high yield corporate bonds denominated in US dollars, Euros, British pounds sterling and Canadian dollars.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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