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OHYDX Oaktree High Yield Bond Advisor

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Fund OHYDX Oaktree High Yield Bond Advisor ANGL VanEck Vectors Fallen Angel HiYld Bd ETF HYG iShares iBoxx $ High Yield Corporate Bd  
100% 94% 93%
Annual Fees
(1.20% Exp. Ratio)
(0.35% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$12,653.05 $16,360.85 $15,637.93
Est. savings over 30 yrs +$3,707.80 +$2,984.88
As of 9/30/16
1 YR RETURN 10.57%
3 YR --
5 YR --
10 YR --
1 YR RETURN 19.49%
3 YR 9.19%
5 YR --
10 YR --
1 YR RETURN 10.73%
3 YR 3.85%
5 YR 7.10%
10 YR --
The investment seeks to provide current income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds that are, at the time of investment, rated below investment grade (lower than BBB- by Standard & Poor's Ratings Services ("S&P"), lower than Baa3 by Moody's Investors Service, Inc. ("Moody's"), or lower than BBB- by Fitch Ratings, Inc. ("Fitch)), or their unrated equivalents as determined by the Adviser (commonly referred to as "junk bonds" or "high yield bonds").
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 to track the investment results of the Markit iBoxx® USD Liquid High Yield Index (the "underlying index"). The underlying index is a rules-based index consisting of liquid U.S. dollar-denominated, high yield corporate bonds for sale in the United States, as determined by the index provider. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index.

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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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