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TRLDX T. Rowe Price Ltd Dur Infl Focus Bd I

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Fund TRLDX T. Rowe Price Ltd Dur Infl Focus Bd I VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm VTIP Vanguard Short-Term Infl-Prot Secs ETF  
Similarity
?
100% 95% 95%
Annual Fees
?
$35.73
(0.35% Exp. Ratio)
$8.17
(0.08% Exp. Ratio)
$8.17
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$16,662.29 $18,071.26 $18,071.26
Est. savings over 30 yrs +$1,408.97 +$1,408.97
Return
As of 11/30/16
1 YR RETURN 1.81%
3 YR 0.01%
5 YR 0.14%
10 YR 1.89%
1 YR RETURN 2.15%
3 YR 0.21%
5 YR --
10 YR --
1 YR RETURN 2.15%
3 YR 0.21%
5 YR --
10 YR --
Description
The investment seeks a level of income that is consistent with the current rate of inflation. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds. It will invest in a diversified portfolio of short- and intermediate-term investment-grade inflation-linked securities, including Treasury Inflation Protected Securities. The fund will invest at least 20% of its net assets in inflation-linked securities, although normally the advisor expects to invest 50% or more of its net assets in inflation-linked securities.
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.
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.

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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