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CHYIX City National Rochdale Hi-Yld Bond Svc

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Fund CHYIX City National Rochdale Hi-Yld Bond Svc ANGL VanEck Vectors Fallen Angel HiYld Bd ETF TIYRX TIAA-CREF High-Yield Retail  
Similarity
?
100% 86% 90%
Annual Fees
?
$110.20
(1.08% 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
$13,204.75 $16,463.65 $15,130.93
Est. savings over 30 yrs +$3,258.90 +$1,926.18
Return
As of 11/30/16
1 YR RETURN 10.90%
3 YR 3.83%
5 YR 6.70%
10 YR 6.71%
1 YR RETURN 19.57%
3 YR 8.11%
5 YR --
10 YR --
1 YR RETURN 11.13%
3 YR 3.96%
5 YR 6.76%
10 YR 6.91%
Description
The investment seeks to maximize total return by investing primarily in fixed income securities rated below investment grade (i.e., "junk bonds"). The fund invests at least 80% of its net assets consists of fixed income securities rated below investment grade. It invests in corporate bonds and debentures, convertible securities (securities that may be exchanged, at the option of the holder, for equity securities), bank loans, preferred securities, zero coupon obligations and debt securities that are issued by U.S. and foreign issuers, including governments.
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 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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