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EICBX Eaton Vance 1-to-10 Yr Lad Corp Bd I

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Fund EICBX Eaton Vance 1-to-10 Yr Lad Corp Bd I TDFSX TDAM 5- to 10-Year Corporate Bond CRED iShares US Credit Bond  
Similarity
?
100% 89% 97%
Annual Fees
?
$40.84
(0.40% Exp. Ratio)
$0.00
(0.00% Exp. Ratio)
$15.32
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.10% annual return
$16,555.72 $18,671.01 $17,848.84
Est. savings over 30 yrs +$2,115.29 +$1,293.12
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.95%
3 YR 4.41%
5 YR --
10 YR --
1 YR RETURN 6.72%
3 YR 4.46%
5 YR 4.12%
10 YR --
Description
The investment seeks current income. The fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in corporate bonds with final maturities of between one and ten years (the "80% Policy"). A "corporate bond" is defined as any debt security issued by a corporation or non-governmental entity. At least 90% of its net assets normally is invested in securities rated at least investment grade at the time of investment or, if unrated, determined by the investment adviser to be of at least investment grade quality. It may invest in securities of U.S. and foreign issuers.
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 the Bloomberg Barclays U.S. Credit Bond Index (the "underlying index"). The underlying index measures the performance of investment-grade corporate debt and sovereign, supranational, local authority and non-U.S. agency bonds that are U.S. dollar denominated and have a remaining maturity of greater than or equal to one year. The fund generally invests at least 90% of its assets in securities of the underlying index. It may invest the remainder 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.

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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.

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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

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