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TPHCX Timothy Plan High Yield Bond C

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Fund TPHCX Timothy Plan High Yield Bond C LBHIX Thrivent High Yield S IHYWX Voya High Yield Bond W  
Similarity
?
100% 85% 85%
Annual Fees
?
$210.19
(2.06% Exp. Ratio)
$51.02
(0.50% Exp. Ratio)
$83.67
(0.82% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$9,795.12 $15,736.18 $14,286.64
Est. savings over 30 yrs +$5,941.06 +$4,491.51
Return
As of 11/30/16
1 YR RETURN 7.83%
3 YR 1.67%
5 YR 4.36%
10 YR --
1 YR RETURN 7.90%
3 YR 3.29%
5 YR 6.96%
10 YR 6.63%
1 YR RETURN 9.32%
3 YR 4.02%
5 YR 7.88%
10 YR 6.39%
Description
The investment seeks to generate a high level of current income. The fund normally invests at least 80% of its total assets in a diversified portfolio of high yield fixed income securities. These include corporate bonds, convertible securities and preferred securities. The Investment Manager will generally purchase securities for the fund that are not investment grade ("junk" bonds), meaning securities with a rating of "BB" or lower as rated by Standard & Poor's or a comparable rating by another nationally recognized rating agency. The fund will not invest in Excluded Securities.
The investment seeks high current income; growth of capital is secondary. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in high yield, high risk bonds, notes, debentures and other debt obligations (including leveraged loans, mortgaged-backed securities, convertible bonds, and convertible stock), or preferred stocks. These securities are commonly known as "junk bonds."
The investment seeks to provide investors with a high level of current income and total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a diversified portfolio of high-yield (high risk) bonds commonly known as "junk bonds." High-yield bonds are debt securities that, at the time of purchase, are not rated by a nationally recognized statistical rating organization ("NRSRO") or are rated below investment-grade (for example, rated below BBB- by Standard & Poor's Ratings Services or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a NRSRO.

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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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