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TILUX Consulting Group Infl-Lnkd Fxd Inc

6 lower fee alternatives found

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Fund TILUX Consulting Group Infl-Lnkd Fxd Inc STPZ PIMCO 1-5 Year US TIPS ETF TDTT FlexShares iBoxx 3Yr Target Dur TIPS ETF  
100% 86% 86%
Annual Fees
(0.58% Exp. Ratio)
(0.20% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$15,364.17 $17,227.11 $17,227.11
Est. savings over 30 yrs +$1,862.95 +$1,862.95
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.72%
3 YR 0.41%
5 YR 0.52%
10 YR --
1 YR RETURN 2.57%
3 YR 0.35%
5 YR 0.62%
10 YR --
The investment seeks total return that exceeds the rate of inflation over an economic cycle. Under normal market conditions, the fund will invest at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in fixed income securities. It may also invest up to 30% of its total assets in foreign currency denominated securities, including emerging market securities.
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the BofA Merrill Lynch 1-5 Year US Inflation-Linked Treasury IndexSM. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the BofA Merrill Lynch 1-5 Year US Inflation-Linked Treasury Index SM (the "underlying index"). The underlying index is an unmanaged index comprised of TIPS (Treasury Inflation Protected Securities) with a maturity of at least 1 year and less than 5 years.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the iBoxx 3-Year Target Duration TIPS Index. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index reflects the performance of a selection of inflation protected public obligations of the U.S. Treasury, commonly known as "TIPS," with a targeted average modified adjusted duration, as defined by the underlying index, of approximately three years. The fund 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.

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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