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PAIHX T. Rowe Price Global High Income Bd Adv

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Fund PAIHX T. Rowe Price Global High Income Bd Adv BSJM Guggenheim BulletShrs 2022 HY CorpBd ETF TIYRX TIAA-CREF High-Yield Retail  
Similarity
?
100% 85% 86%
Annual Fees
?
$102.03
(1.00% Exp. Ratio)
$43.87
(0.43% Exp. Ratio)
$64.28
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$13,534.48 $16,078.33 $15,137.16
Est. savings over 30 yrs +$2,543.85 +$1,602.68
Return
As of 11/30/16
1 YR RETURN 10.98%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.67%
3 YR --
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 high income and, secondarily, capital appreciation. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in bonds. It seeks to invest in a diversified portfolio of high yield bonds, also known as "junk" bonds, and other high income producing instruments. Junk bonds are bonds that are rated below investment grade (BB and lower, or an equivalent rating) by a credit rating agency or, if unrated, deemed to be below investment grade by T. Rowe Price.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of a high yield corporate bond index called the Nasdaq BulletShares® USD High Yield Corporate Bond 2022 Index. The fund will invest at least 80% of its total assets in component securities that comprise the index. Under normal circumstances, it will invest at least 80% of its net assets in high yield securities. The index is designed to represent the performance of a held-to-maturity portfolio of U.S. dollar-denominated high yield corporate bonds with effective maturities in the year 2022. The fund is non-diversified.
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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