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MIABX MFS Inflation-Adjusted Bond B

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Fund MIABX MFS Inflation-Adjusted Bond B SCHP Schwab US TIPS ETF™ IPE SPDR® Barclays TIPS ETF  
100% 94% 99%
Annual Fees
(1.55% Exp. Ratio)
(0.07% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$11,452.71 $17,918.98 $17,493.59
Est. savings over 30 yrs +$6,466.27 +$6,040.87
As of 9/30/16
1 YR RETURN 5.03%
3 YR 0.82%
5 YR 0.30%
10 YR 2.80%
1 YR RETURN 6.50%
3 YR 2.33%
5 YR 1.84%
10 YR --
1 YR RETURN 6.85%
3 YR 2.48%
5 YR 1.86%
10 YR --
The investment seeks total return that exceeds the rate of inflation over the long-term, with an emphasis on current income, but also considering capital appreciation. The fund normally invests at least 80% of the fund's net assets in inflation-adjusted debt instruments and other instruments with similar economic characteristics. MFS currently intends to focus the fund's investments in inflation-adjusted debt instruments issued by the U.S. Treasury.
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 investment results that correspond generally to the price and yield performance of the Barclays U.S. Government Inflation-Linked Bond Index. The fund generally invests at least 80% of total assets in securities comprising the index or in securities that the investment adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of the inflation protected public obligations of the U.S. Treasury, commonly known as "TIPS." It is non-diversified.

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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.

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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

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