Investment Test Drive

ISHIX Federated Bond F

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund ISHIX Federated Bond F LWC SPDR® Blmbg Barclays LT Corp Bd ETF VICSX Vanguard Interm-Tm Corp Bd Idx Admiral  
Similarity
?
100% 92% 90%
Annual Fees
?
$87.81
(0.86% Exp. Ratio)
$12.25
(0.12% Exp. Ratio)
$10.21
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.10% annual return
$14,409.05 $18,010.42 $18,118.93
Est. savings over 30 yrs +$3,601.37 +$3,709.88
Return
As of 10/31/16
1 YR RETURN 7.10%
3 YR 4.27%
5 YR 4.78%
10 YR 5.95%
1 YR RETURN 12.57%
3 YR 7.95%
5 YR 5.97%
10 YR --
1 YR RETURN 7.23%
3 YR 5.20%
5 YR 5.12%
10 YR --
Description
The investment seeks to provide as high a level of current income as is consistent with the preservation of capital. The fund invests primarily in a diversified portfolio of investment-grade corporate debt securities. It may invest up to 35% of its assets in fixed-income securities rated below investment grade. The Adviser may lengthen or shorten duration from time to time based on its interest rate outlook, but the fund has no set duration parameters. It may invest in derivative contracts or hybrid contracts. The fund may also invest in government securities that are supported by the full faith and credit of the U.S. government.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Long Term Corporate Bond Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of U.S. corporate bonds that have a maturity of greater than or equal to 10 years. The fund is non-diversified.
The investment seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 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 between 5 and 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the 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.

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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