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IBRSX VY® BlackRock Inflation Protected Bd S

1 lower fee alternative found

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Fund IBRSX VY® BlackRock Inflation Protected Bd S PRIPX T. Rowe Price Inflation Protected Bd  
Similarity
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100% 86%
Annual Fees
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$78.60
(0.77% Exp. Ratio)
$51.04
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$14,681.03 $15,927.93
Est. savings over 30 yrs +$1,246.90
Return
As of 11/30/16
1 YR RETURN 2.67%
3 YR 0.72%
5 YR 0.13%
10 YR --
1 YR RETURN 2.79%
3 YR 1.34%
5 YR 0.54%
10 YR 3.68%
Description
The investment seeks to maximize real return, consistent with preservation of real capital and prudent investment management. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. Inflation-indexed bonds are debt instruments that are structured to provide protection against inflation. The fund is non-diversified.
The investment seeks to provide inflation protection and income. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in inflation-protected bonds. The emphasis will be on bonds issued by the U.S. Treasury (e.g., Treasury inflation-protected securities), but similar bonds issued by U.S. government agencies and corporations may also be purchased. Up to 20% of the fund's investments in inflation-protected bonds may be issued by foreign governments or corporations and linked to a non-U.S. inflation rate. It may also invest up to 20% of its net assets in fixed-income securities that are not indexed to inflation.

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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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