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ALHCX AB Limited Duration High Income C

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Fund ALHCX AB Limited Duration High Income C SHYG iShares 0-5 Year High Yield Corp Bd TIYRX TIAA-CREF High-Yield Retail  
Similarity
?
100% 86% 85%
Annual Fees
?
$183.66
(1.80% Exp. Ratio)
$30.61
(0.30% Exp. Ratio)
$64.28
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$10,602.88 $16,708.37 $15,126.48
Est. savings over 30 yrs +$6,105.49 +$4,523.60
Return
As of 10/31/16
1 YR RETURN 4.74%
3 YR 2.21%
5 YR --
10 YR --
1 YR RETURN 6.88%
3 YR 2.61%
5 YR --
10 YR --
1 YR RETURN 8.65%
3 YR 3.99%
5 YR 6.30%
10 YR 7.04%
Description
The investment seeks the highest level of income that is available without assuming what the Adviser considers to be undue risk to principal. The fund invests primarily in fixed-income securities, with an emphasis on corporate fixed-income securities rated below investment grade. It will maintain a dollar-weighted average duration of less than four years, although it may invest in individual fixed-income securities with durations in excess of four years. The fund will invest on a global basis, including securities of issuers in both developed and emerging market countries.
The investment seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with remaining maturities of less than five years. The fund seeks to track the investment results of the Markit iBoxx® USD Liquid High Yield 0-5 Index, which is designed to reflect the performance of U.S. dollar-denominated high yield corporate debt. The fund generally invests at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
The investment seeks high current income and, when consistent with its primary objective, capital appreciation. The fund invests primarily in lower-rated, higher-yielding fixed-income securities, such as domestic and foreign corporate bonds, debentures, loan participations and assignments and notes, as well as convertible securities and preferred stocks. Under normal circumstances, it invests at least 80% of its assets in debt and other fixed-income securities rated lower than investment-grade (and their unrated equivalents) or other high-yielding debt securities.

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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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