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BXHAX Barings US High Yield A

3 lower fee alternatives found

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Fund BXHAX Barings US High Yield A ANGL VanEck Vectors Fallen Angel HiYld Bd ETF NMHYX Northern Multi-Manager Hi Yld Opp  
100% 90% 94%
Annual Fees
(1.00% Exp. Ratio)
(0.35% Exp. Ratio)
(0.86% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$13,493.55 $16,420.62 $14,077.90
Est. savings over 30 yrs +$2,927.07 +$584.35
As of 12/31/16
1 YR RETURN 16.88%
3 YR --
5 YR --
10 YR --
1 YR RETURN 25.34%
3 YR 8.51%
5 YR --
10 YR --
1 YR RETURN 16.89%
3 YR 3.88%
5 YR 6.88%
10 YR --
The investment seeks to achieve a high level of total return, with an emphasis on current income, by investing primarily in high yield debt and related securities. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in lower rated fixed income securities (rated below Baa3 by Moody's or BBB- by either S&P or Fitch (using the lower rating) or, if unrated, determined by the Manager to be of comparable quality), and at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities of U.S. issuers. It is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the BofA Merrill Lynch US Fallen Angel High Yield Index (the "Fallen Angel Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of below investment grade corporate bonds denominated in U.S. dollars that were rated investment grade at the time of issuance.
The investment seeks total return consisting of a combination of income and capital appreciation. The fund invests at least 80% of its net assets in bonds and other fixed-income securities that are rated below investment grade (commonly referred to as "junk bonds"). The adviser utilizes a "multi-manager" approach whereby the fund's assets are allocated to one or more sub-advisers, in percentages determined at the discretion of the fund's investment adviser. Although the fund primarily invests in the debt obligations of domestic issuers, it may invest in fixed-income securities of foreign issuers, including issuers located in emerging market countries.

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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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