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SIGYX Western Asset Corporate Bond I

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Fund SIGYX Western Asset Corporate Bond I VWESX Vanguard Long-Term Investment-Grade Inv  
Similarity
?
100% 93%
Annual Fees
?
$70.45
(0.69% Exp. Ratio)
$21.44
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.10% annual return
$15,169.01 $17,529.86
Est. savings over 30 yrs +$2,360.85
Return
As of 10/31/16
1 YR RETURN 8.68%
3 YR 5.96%
5 YR 6.31%
10 YR 5.56%
1 YR RETURN 11.46%
3 YR 8.79%
5 YR 6.51%
10 YR 7.42%
Description
The investment seeks to maximize total return, consistent with prudent investment management. Under normal circumstances, the fund invests at least 80% of its assets in corporate debt securities and at least 80% of its assets in "investment grade" debt securities. It may invest up to 25% of its assets in non-U.S. dollar denominated fixed income securities of foreign issuers. The advisor intends to invest not more than 10% of its assets in non-U.S. dollar denominated fixed income securities of foreign issuers for which the fund has not implemented a currency hedge. The fund may invest in securities of any maturity or duration.
The investment seeks to provide a high and sustainable level of current income. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be intermediate- and long-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3. The fund's dollar-weighted average maturity is expected to fall within a range that is five years shorter than or five years longer than that of its benchmark 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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