Investment Test Drive

GSTPX Goldman Sachs Infl Protected Secs IR

1 lower fee alternative found

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Fund GSTPX Goldman Sachs Infl Protected Secs IR LTPZ PIMCO 15+ Year US TIPS ETF  
Similarity
?
100% 94%
Annual Fees
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$45.93
(0.45% Exp. Ratio)
$20.41
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$16,169.80 $17,433.44
Est. savings over 30 yrs +$1,263.63
Return
As of 11/30/16
1 YR RETURN 3.96%
3 YR 1.46%
5 YR 0.72%
10 YR --
1 YR RETURN 7.94%
3 YR 5.53%
5 YR 1.74%
10 YR --
Description
The investment seeks real return consistent with preservation of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in inflation protected securities of varying maturities issued by the U.S. Treasury and other U.S. and non-U.S. government agencies and corporations. The remainder of the fund's Net Assets (up to 20%) may be invested in other fixed income securities.
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the BofA Merrill Lynch 15+ Year 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 15+ Year US Inflation-Linked Treasury Index SM (the "underlying index"). The underlying index is an unmanaged index comprised of Treasury Inflation-Protected Securities ("TIPS") with a maturity of at least 15 years.

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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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