Investment Test Drive

HRRRX Harbor Real Return Admin

8 lower fee alternatives found

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Fund HRRRX Harbor Real Return Admin SCHP Schwab US TIPS ETF™ TIPZ PIMCO Broad US TIPS ETF  
100% 90% 91%
Annual Fees
(0.79% Exp. Ratio)
(0.07% Exp. Ratio)
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$14,424.48 $17,918.98 $17,180.96
Est. savings over 30 yrs +$3,494.50 +$2,756.48
As of 9/30/16
1 YR RETURN 6.40%
3 YR 1.44%
5 YR 1.39%
10 YR 4.04%
1 YR RETURN 6.50%
3 YR 2.33%
5 YR 1.84%
10 YR --
1 YR RETURN 6.97%
3 YR 2.49%
5 YR 1.84%
10 YR --
The investment seeks maximum real return, consistent with preservation of real capital. The managers expect to invest at least 80% of its net assets, plus borrowings for investment purposes, in inflation-indexed bonds of varying maturities issued by the U.S. government, non-U.S. governments, their agencies or instrumentalities, and corporations, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 10% of its total assets in below investment-grade securities.
The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series L). The fund will invest at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. TIPS that have at least one year remaining to maturity, are rated investment grade and have $250 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible. It may invest up to 10% of its net assets in securities not included in its index.
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 TIPS (Treasury Inflation Protected Securities).

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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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