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CIOYX Columbia Income Opportunities Y

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Fund CIOYX Columbia Income Opportunities Y ANGL VanEck Vectors Fallen Angel HiYld Bd ETF  
100% 94%
Annual Fees
(0.65% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$15,059.30 $16,484.96
Est. savings over 30 yrs +$1,425.65
As of 12/31/16
1 YR RETURN 10.78%
3 YR 4.59%
5 YR 6.64%
10 YR 6.89%
1 YR RETURN 25.34%
3 YR 8.51%
5 YR --
10 YR --
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 instruments include corporate debt securities as well as bank loans. The fund will purchase only debt instruments rated B or above, or if unrated, determined to be of comparable quality. It may invest in debt instruments 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.

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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.


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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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