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ALIHX AB Limited Duration High Income I

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Fund ALIHX AB Limited Duration High Income I PGHY PowerShares Global ShrtTerm HiYld Bd ETF TIYRX TIAA-CREF High-Yield Retail  
100% 89% 85%
Annual Fees
(0.75% Exp. Ratio)
(0.35% Exp. Ratio)
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$14,492.19 $16,350.75 $15,027.17
Est. savings over 30 yrs +$1,858.56 +$534.98
As of 9/30/16
1 YR RETURN 7.51%
3 YR 3.70%
5 YR --
10 YR --
1 YR RETURN 10.50%
3 YR 4.28%
5 YR --
10 YR --
1 YR RETURN 11.12%
3 YR 4.82%
5 YR 7.48%
10 YR 7.10%
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 investment results that generally correspond (before fees and expenses) to the price and yield of the DB Global Short Maturity High Yield Bond Index. The fund generally will invest at least 80% of its total assets in U.S. and foreign short-term, non-investment grade bonds included in the underlying index, all of which are denominated in U.S. dollars. It is non-diversified.
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.


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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