Investment Test Drive

CSABX Aberdeen Asia Bond Institutional

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund CSABX Aberdeen Asia Bond Institutional EMHY iShares Emerging Markets High Yield Bond  
Similarity
?
100% 85%
Annual Fees
?
$71.44
(0.70% Exp. Ratio)
$51.03
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$14,912.73 $15,840.62
Est. savings over 30 yrs +$927.89
Return
As of 11/30/16
1 YR RETURN 2.20%
3 YR 0.98%
5 YR 1.23%
10 YR --
1 YR RETURN 10.40%
3 YR 5.76%
5 YR --
10 YR --
Description
The investment seeks to maximize total investment return consistent with prudent investment management, consisting of a combination of interest income, currency gains and capital appreciation. The fund invests primarily in bonds and other debt securities of Asian issuers. It invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in bonds of Asian issuers, and derivatives that reflect the performance of bonds of Asian issuers. The fund may invest without limit in emerging markets and in issuers of any market capitalization, including start-ups. It is non-diversified.
The investment seeks to track the investment results of the MorningstarĀ® Emerging Markets High Yield Bond IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates. The index tracks the performance of the below-investment-grade U.S. dollar-denominated emerging market sovereign and corporate high yield bond market. The fund is non-diversified.

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.

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.

+

Your Feedback has been sent successfully!