Investment Test Drive

FOSIX Tributary Short/Intermediate Bond Fund Inst

8 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund FOSIX Tributary Short/Intermediate Bond Fund Inst IBDC iShares iBonds Mar 2020 Term Corporate ETF IBDL iShares iBonds Dec 2020 Term Corporate ETF  
100% 86% 86%
Annual Fees
(0.75% Exp. Ratio)
(0.10% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$15,077.85 $18,339.55 $18,339.55
Est. savings over 30 yrs +$3,261.70 +$3,261.70
As of 2/28/18
1 YR RETURN 0.82%
3 YR 1.19%
5 YR 1.03%
10 YR 2.44%
1 YR RETURN 0.98%
3 YR 1.77%
5 YR --
10 YR --
1 YR RETURN 0.92%
3 YR 1.91%
5 YR --
10 YR --
The Fund seeks to generate current income consistent with preservation of capital. The Fund will invest primarily in investment grade fixed income securities, and under normal market conditions, will maintain a dollar-weighted average portfolio maturity of two to five years.
The Fund seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing after March 31, 2019 and before April 1, 2020. The Fund invests in a combination of individual fixed-income securities and Underlying Funds and may also invest in other ETFs.
The Fund seeks investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2020. The Fund will seek to meet its investment objective generally by investing in individual securities which satisfy the criteria of the Barclays December 2020 Maturity Corporate Index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!