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ICMUX Intrepid Income Institutional

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Fund ICMUX Intrepid Income Institutional SHYG iShares 0-5 Year High Yield Corp Bd SJNK SPDR® Blmbg BarclaysST HY Bd ETF  
100% 85% 86%
Annual Fees
(0.90% Exp. Ratio)
(0.30% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$13,908.49 $16,669.60 $16,175.23
Est. savings over 30 yrs +$2,761.11 +$2,266.74
As of 12/31/16
1 YR RETURN 8.37%
3 YR 1.93%
5 YR 3.07%
10 YR --
1 YR RETURN 12.31%
3 YR 2.81%
5 YR --
10 YR --
1 YR RETURN 14.27%
3 YR 1.96%
5 YR --
10 YR --
The investment seeks high current income and capital appreciation. The fund primarily invests in fixed-income securities. Its fixed income securities will consist principally of high-yield corporate debt securities, bank debt (including loan assignments and participations), convertible debt, and U.S. government securities. The fund's investments in debt instruments will not be limited in duration, but typically will be in securities having duration of two to six years at the time of purchase. It is non-diversified.
The investment seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with remaining maturities of less than five years. The fund seeks to track the investment results of the Markit iBoxx® USD Liquid High Yield 0-5 Index, which is designed to reflect the performance of U.S. dollar-denominated high yield corporate debt. The fund generally invests at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays US High Yield 350mn Cash Pay 0-5 Yr 2% Capped Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of short-term publicly issued U.S. dollar-denominated high yield corporate bonds. It is non-diversified.

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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.

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Yes, funds and ETFs charge fees

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