Investment Test Drive

EEFIX Estabrook Investment Grade Fixed Inc I

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund EEFIX Estabrook Investment Grade Fixed Inc I TDFSX TDAM 5- to 10-Year Corporate Bond VLTCX Vanguard Long-Term Corp Bond Idx Admiral  
100% 91% 91%
Annual Fees
(0.70% Exp. Ratio)
(0.00% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$15,051.44 $18,582.34 $18,032.88
Est. savings over 30 yrs +$3,530.91 +$2,981.45
As of 9/30/16
1 YR RETURN 5.25%
3 YR 3.13%
5 YR 4.17%
10 YR --
1 YR RETURN 7.39%
3 YR 5.15%
5 YR --
10 YR --
1 YR RETURN 15.92%
3 YR 9.74%
5 YR 7.37%
10 YR --
The investment seeks to achieve high current income and capital appreciation. The fund, under normal circumstances, seeks to achieve its investment objective by investing at least 80% of its assets in investment grade fixed income securities. It typically selects fixed income securities from several sectors including U.S. Treasuries and agency securities and corporate bonds. Although the fund invests primarily in investment grade fixed income securities, it may invest up to 20% of its total assets in high yield securities, or "junk bonds," rated Ba1 or lower by Moody's or BB+ or lower by S&P and Fitch.
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 performance of a market-weighted corporate bond index with a long-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 10+ Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by industrial, utility, and financial companies, with maturities greater than 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the 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!