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BNSBX State Farm Bond B

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Fund BNSBX State Farm Bond B TDFSX TDAM 5- to 10-Year Corporate Bond IBDD iShares iBonds Mar 2023 Term Corporate  
Similarity
?
100% 87% 96%
Annual Fees
?
$107.56
(1.05% Exp. Ratio)
$0.00
(0.00% Exp. Ratio)
$10.24
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.44% annual return
$15,006.56 $20,597.16 $19,988.12
Est. savings over 30 yrs +$5,590.59 +$4,981.56
Return
As of 11/30/16
1 YR RETURN 1.69%
3 YR 2.35%
5 YR 1.60%
10 YR 3.62%
1 YR RETURN 2.80%
3 YR 3.45%
5 YR --
10 YR --
1 YR RETURN 4.38%
3 YR 4.64%
5 YR --
10 YR --
Description
The investment seeks to realize over a period of years the highest yield consistent with investing in investment grade bonds. The fund invests primarily in investment grade bonds issued by U.S. companies, U.S. government and agency obligations, and mortgage backed securities. It invests at least 80% of its net assets plus any borrowings in investment grade bonds or in bonds that are not rated, but that the Manager has determined to be of comparable quality.
The investment seeks to provide high current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds with a term to maturity of between 5 and 10 years. For purposes of such policy, "bonds" includes bonds, debentures, notes and zero coupon obligations. The advisor currently anticipates that it will only purchase bonds that are, at the time of investment, rated investment grade (BBB- or above by Standard & Poor's Ratings Services ("S&P") or Fitch Ratings Inc. ("Fitch") or Baa3 or above by Moody's Investors Service, Inc. ("Moody's")) or their unrated equivalents.
The investment seeks to track the investment results of Bloomberg Barclays 2023 Maturity Corporate Index which composed of U.S. dollar-denominated, investment-grade corporate bonds maturing after March 31, 2022 and before April 1, 2023. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. It is non-diversified.

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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.

Similarity

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.

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