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JYHIX JHancock High Yield I

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Fund JYHIX JHancock High Yield I ANGL VanEck Vectors Fallen Angel HiYld Bd ETF  
Similarity
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100% 93%
Annual Fees
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$72.44
(0.71% Exp. Ratio)
$35.71
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$14,769.72 $16,463.65
Est. savings over 30 yrs +$1,693.93
Return
As of 11/30/16
1 YR RETURN 10.49%
3 YR 2.72%
5 YR 8.69%
10 YR 3.76%
1 YR RETURN 19.57%
3 YR 8.11%
5 YR --
10 YR --
Description
The investment seeks high current income; capital appreciation is a secondary goal. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. and foreign fixed-income securities rated BB/Ba or lower and their unrated equivalents. No more than 10% of the fund's total assets may be invested in securities that are rated in default by S&P or Moody's. It may hold up to 20% of its total assets in the securities of companies in any one industry and up to 10% of its total assets in the securities of any individual issuer. The fund typically invests in a broad range of industries.
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.

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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