Investment Test Drive

BXITX Barings Global Credit Income Opps I

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 BXITX Barings Global Credit Income Opps I TIYRX TIAA-CREF High-Yield Retail  
Similarity
?
100% 86%
Annual Fees
?
$96.93
(0.95% Exp. Ratio)
$64.28
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$13,723.69 $15,118.03
Est. savings over 30 yrs +$1,394.34
Return
As of 12/31/16
1 YR RETURN 14.87%
3 YR 4.40%
5 YR --
10 YR --
1 YR RETURN 16.09%
3 YR 4.46%
5 YR 6.58%
10 YR 6.99%
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 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.

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!