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RIMOX City National Rochdale Fxd Inc Opps N

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Fund RIMOX City National Rochdale Fxd Inc Opps N VWEHX Vanguard High-Yield Corporate Inv ANGL VanEck Vectors Fallen Angel HiYld Bd ETF  
100% 87% 87%
Annual Fees
(1.12% Exp. Ratio)
(0.23% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$13,041.66 $17,063.90 $16,458.81
Est. savings over 30 yrs +$4,022.24 +$3,417.14
As of 10/31/16
1 YR RETURN 6.90%
3 YR 4.11%
5 YR 5.47%
10 YR --
1 YR RETURN 7.16%
3 YR 4.72%
5 YR 6.55%
10 YR 6.52%
1 YR RETURN 18.05%
3 YR 8.71%
5 YR --
10 YR --
The investment seeks a high level of current income. The fund normally invests at least 80% of its net assets in fixed income securities. It will invest in both fixed rate and floating rate fixed income securities and may invest in fixed income securities of any credit rating. The fund seeks to invest its net assets across a spectrum of income yielding securities and primarily focuses on investments in high yield bonds issued by corporate and municipal issuers, in securities issued by corporate issuers, sovereign issuers or quasi-sovereign issuers, in fixed and floating rate loans made to U.S. and foreign borrowers, and in domestic and foreign corporate bonds.
The investment seeks to provide a high level of current income. The fund invests primarily in a diversified group of high-yielding, higher-risk corporate bonds-commonly known as "junk bonds"-with medium- and lower-range credit-quality ratings. It invests at least 80% of its assets in corporate bonds that are rated below Baa by Moody's Investors Service, Inc. (Moody's); have an equivalent rating by any other independent bond-rating agency; or, if unrated, are determined to be of comparable quality by the fund's advisor. The fund's high-yield bonds and loans mostly have short- and intermediate-term maturities.
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.


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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