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BXICX Barings Global Credit Income Opps C

8 lower fee alternatives found

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Fund BXICX Barings Global Credit Income Opps C PGHY PowerShares Global ShrtTerm HiYld Bd ETF TIYRX TIAA-CREF High-Yield Retail  
Similarity
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100% 89% 86%
Annual Fees
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$198.96
(1.95% Exp. Ratio)
$35.71
(0.35% Exp. Ratio)
$64.28
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$10,127.61 $16,458.81 $15,126.48
Est. savings over 30 yrs +$6,331.19 +$4,998.87
Return
As of 10/31/16
1 YR RETURN 6.96%
3 YR 3.08%
5 YR --
10 YR --
1 YR RETURN 9.23%
3 YR 4.06%
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 an absolute return, primarily through current income and secondarily through capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in debt instruments (consisting of loans, bonds and notes). It may invest in a wide range of debt instruments of issuers based in U.S. and non-U.S. markets, as well as over-the-counter and exchange-traded derivatives. The fund is non-diversified.
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.

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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