Investment Test Drive

CNLBX American Funds Inflation Linked Bd 529B

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund CNLBX American Funds Inflation Linked Bd 529B IPE SPDR® Blmbg Barclays TIPS ETF TIPZ PIMCO Broad US TIPS ETF  
100% 95% 89%
Annual Fees
(1.65% Exp. Ratio)
(0.15% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$11,246.15 $17,709.86 $17,445.74
Est. savings over 30 yrs +$6,463.71 +$6,199.58
As of 12/31/16
1 YR RETURN 4.10%
3 YR 2.24%
5 YR --
10 YR --
1 YR RETURN 4.67%
3 YR 2.31%
5 YR 0.76%
10 YR --
1 YR RETURN 4.88%
3 YR 2.33%
5 YR 0.74%
10 YR --
The investment seeks to provide inflation protection and income consistent with investment in inflation linked securities. The fund seeks to provide inflation protection and income by investing primarily in inflation linked securities. Normally, at least 80% of the fund's assets will be invested in inflation linked bonds issued by U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. Inflation linked bonds are structured to protect against inflation by linking the bond's principal and interest payments to an inflation index so that principal and interest adjust to reflect changes in the index.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Government Inflation-Linked Bond Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of the inflation protected public obligations of the U.S. Treasury, commonly known as "TIPS." It is non-diversified.
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the BofA Merrill Lynch US Inflation-Linked Treasury IndexSM. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the BofA Merrill Lynch US Inflation-Linked Treasury Index SM (the "underlying index"). The underlying index is an unmanaged index comprised of Treasury Inflation-Protected Securities ("TIPS").

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!