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NIFIX Nationwide Infl-Prot Secs Inst

7 lower fee alternatives found

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Fund NIFIX Nationwide Infl-Prot Secs Inst SCHP Schwab US TIPS ETF™ VIPSX Vanguard Inflation-Protected Secs Inv  
Similarity
?
100% 99% 99%
Annual Fees
?
$30.62
(0.30% Exp. Ratio)
$7.15
(0.07% Exp. Ratio)
$20.42
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$16,931.85 $18,143.72 $17,448.81
Est. savings over 30 yrs +$1,211.87 +$516.96
Return
As of 12/31/16
1 YR RETURN 4.41%
3 YR 2.00%
5 YR --
10 YR --
1 YR RETURN 4.59%
3 YR 2.18%
5 YR 0.81%
10 YR --
1 YR RETURN 4.52%
3 YR 2.13%
5 YR 0.71%
10 YR 4.11%
Description
The investment seeks to provide inflation protection and income consistent with investment in inflation-indexed securities. Under normal circumstances, the fund invests at least 80% of its net assets in fixed-income securities (or "bonds") that are indexed or linked to the rate of inflation in the United States. It may invest up to 20% of its net assets in fixed-income securities that are not linked to inflation. In selecting securities, the subadviser typically maintains a dollar-weighted average portfolio maturity that is up to one year greater than or less than the dollar-weighted average portfolio maturity of the Barclays U.S. Treasury: 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 provide inflation protection and income consistent with investment in inflation-indexed securities. The fund invests at least 80% of its assets in inflation-indexed bonds issued by the U.S. government, its agencies and instrumentalities, and corporations. It may invest in bonds of any maturity; however, its dollar-weighted average maturity is expected to be in the range of 7 to 20 years. At a minimum, all bonds purchased by the fund will be rated investment-grade or, if unrated, will be considered by the advisor to be investment-grade.

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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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