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LWICX Western Asset Inflation Idxd Plus Bd C1

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Fund LWICX Western Asset Inflation Idxd Plus Bd C1 SCHP Schwab US TIPS ETF™ VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm  
100% 92% 87%
Annual Fees
(1.10% Exp. Ratio)
(0.07% Exp. Ratio)
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$13,285.60 $18,128.79 $18,074.45
Est. savings over 30 yrs +$4,843.20 +$4,788.85
As of 12/31/16
1 YR RETURN 1.75%
3 YR 0.18%
5 YR -0.65%
10 YR 2.87%
1 YR RETURN 4.59%
3 YR 2.18%
5 YR 0.81%
10 YR --
1 YR RETURN 2.72%
3 YR 0.44%
5 YR --
10 YR --
The investment seeks to maximize total return, consistent with preservation of capital. The fund normally invests at least 80% of its net assets in inflation-indexed fixed income securities and at least 70% of its net assets in U.S. Treasury Inflation Protected Securities. Although the fund may invest in securities of any maturity, the fund will normally maintain a dollar-weighted average effective duration, as estimated by the fund's subadvisers, within 3 years of that of its benchmark, the Barclays Capital U.S. TIPS Index.
The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Bloomberg 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 track the performance of a benchmark index that measures the investment return of inflation-protected public obligations of the U.S. Treasury with remaining maturities of less than 5 years. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. The index is a market-capitalization-weighted index that includes all inflation-protected public obligations issued by the U.S. Treasury with remaining maturities of less than 5 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.


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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