Investment Test Drive

AUGCX Columbia US Government Mortgage C

2 lower fee alternatives found

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Fund AUGCX Columbia US Government Mortgage C BIAZX Brown Advisory Mortgage Securities Inv MGIDX AMG Managers Amundi Intermediate Gov S  
100% 89% 86%
Annual Fees
(1.65% Exp. Ratio)
(0.51% Exp. Ratio)
(0.94% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.12% annual return
$11,377.11 $16,076.22 $14,117.27
Est. savings over 30 yrs +$4,699.11 +$2,740.16
As of 12/31/16
1 YR RETURN 1.23%
3 YR 2.07%
5 YR 2.02%
10 YR 3.87%
1 YR RETURN 1.24%
3 YR 2.51%
5 YR --
10 YR --
1 YR RETURN 1.41%
3 YR 3.02%
5 YR 2.18%
10 YR 4.31%
The investment seeks current income, with a secondary objective of preservation of capital. The fund's assets primarily are invested in mortgage-related securities. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in mortgage-related securities that either are issued or guaranteed as to principal and interest by the U.S. government, its agencies, authorities or instrumentalities.
The investment seeks to maximize total return consistent with preservation of capital. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in investment grade mortgage-related securities. It invests in securities of various maturities and durations. The fund may invest in derivatives instruments, such as options, futures contracts, including interest rate futures, and options on futures.
The investment seeks to provide investors with a total return in excess of the total return of the major market indices for mortgage-backed securities. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds (debt securities) issued by the U.S. government or its agencies and instrumentalities and synthetic instruments or derivatives having economic characteristics similar to such debt securities. It will seek to minimize credit risk by investing in securities of the highest credit quality.

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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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