Investment Test Drive

PXHRX Pax High Yield Bond R

3 lower fee alternatives found

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Fund PXHRX Pax High Yield Bond R TIYRX TIAA-CREF High-Yield Retail PAXHX Pax High Yield Bond Individual Investor  
Similarity
?
100% 85% 100%
Annual Fees
?
$124.48
(1.22% Exp. Ratio)
$64.28
(0.63% Exp. Ratio)
$98.97
(0.97% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$12,660.66 $15,137.16 $13,658.06
Est. savings over 30 yrs +$2,476.50 +$997.40
Return
As of 11/30/16
1 YR RETURN 7.46%
3 YR 1.05%
5 YR 4.70%
10 YR 4.96%
1 YR RETURN 11.13%
3 YR 3.96%
5 YR 6.76%
10 YR 6.91%
1 YR RETURN 7.58%
3 YR 1.24%
5 YR 4.89%
10 YR 5.20%
Description
The investment seeks high current income; as a secondary investment objective, it seeks capital appreciation. Under normal market conditions, the High Yield Bond Fund invests at least 80% of its assets (plus any borrowings for investment purposes) in high-yield, fixed income securities (such as bonds, notes or debentures) that are rated below BBB-by Standard & Poor's Ratings Group or below Baa3 by Moody's Investors Service, similarly rated by another major rating service, or unrated and determined by the High Yield Bond Fund's investment adviser to be of comparable quality.
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.
The investment seeks high current income; as a secondary investment objective, it seeks capital appreciation. Under normal market conditions, the High Yield Bond Fund invests at least 80% of its assets (plus any borrowings for investment purposes) in high-yield, fixed income securities (such as bonds, notes or debentures) that are rated below BBB-by Standard & Poor's Ratings Group or below Baa3 by Moody's Investors Service, similarly rated by another major rating service, or unrated and determined by the High Yield Bond Fund's investment adviser to be of comparable quality.

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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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