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JIMCX JPMorgan Inflation Managed Bond C

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Fund JIMCX JPMorgan Inflation Managed Bond C TCILX TIAA-CREF Inflation Link Bd Retail  
Similarity
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100% 85%
Annual Fees
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$142.93
(1.40% Exp. Ratio)
$59.21
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$12,185.10 $15,621.92
Est. savings over 30 yrs +$3,436.82
Return
As of 10/31/16
1 YR RETURN 3.29%
3 YR 0.41%
5 YR 0.45%
10 YR --
1 YR RETURN 3.73%
3 YR 1.08%
5 YR 0.64%
10 YR 3.77%
Description
The investment seeks to maximize inflation protected total return. The fund is designed to protect the total return generated by its core fixed income holdings from inflation risk. It normally invests at least 80% of its net assets plus the amount of borrowings for investment purposes in bonds. The fund seeks to hedge this risk by using swaps that are based on the Non-Seasonally Adjusted CPI-U in combination with its core portfolio of fixed income securities. This strategy is intended to create the equivalent of a portfolio of inflation-protected fixed income securities. The fund may purchase other investments including actual inflation-protected securities.
The investment seeks a long-term rate of return that outpaces inflation, primarily through investment in inflation-linked bonds. The fund invests at least 80% of its assets in fixed-income securities whose principal value increases or decreases based on changes in the Consumer Price Index for All Urban Consumers ("CPI-U"), over the life of the security. Typically, it will invest in U.S. Treasury Inflation-Indexed Securities ("TIIS"). Under most circumstances, the fund's investments in inflation-linked bonds of foreign issuers are generally less than 20% of its assets.

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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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