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CEPRX Columbia Income Opportunities R5

2 lower fee alternatives found

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Fund CEPRX Columbia Income Opportunities R5 ANGL VanEck Vectors Fallen Angel HiYld Bd ETF FIHLX Federated Instl High Yield Bond R6  
100% 93% 97%
Annual Fees
(0.69% Exp. Ratio)
(0.35% Exp. Ratio)
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$14,766.02 $16,360.37 $15,684.68
Est. savings over 30 yrs +$1,594.35 +$918.66
As of 9/30/16
1 YR RETURN 10.32%
3 YR 5.39%
5 YR 7.70%
10 YR 6.98%
1 YR RETURN 19.49%
3 YR 9.19%
5 YR --
10 YR --
1 YR RETURN 12.13%
3 YR 5.85%
5 YR 8.58%
10 YR 7.83%
The investment seeks a high total return through current income and capital appreciation. Under normal market conditions, the fund's assets are invested primarily in income-producing debt securities, with an emphasis on the higher rated segment of the high-yield (junk bond) market. These income-producing debt securities include corporate debt securities as well as bank loans. The fund will purchase only securities rated B or above. It may invest in fixed income securities of any maturity and does not seek to maintain a particular dollar-weighted average maturity.
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 high current income. The fund pursues its investment objective by investing primarily in a diversified portfolio of high yield corporate bonds (also known as "junk bonds"), including loans and debt securities issued by U.S. or foreign businesses (including emerging market debt securities). The Adviser does not limit the fund's investments to securities of a particular maturity range. It may invest in derivative contracts (for example, futures contracts, option contracts and swap contracts) to implement its investment strategies.

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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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