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CTIWX Columbia US Treasury Index W

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Fund CTIWX Columbia US Treasury Index W SCHR Schwab Intermediate-Term US Trs ETF™ BTIAX Northern US Treasury Index  
Similarity
?
100% 92% 99%
Annual Fees
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$45.95
(0.45% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
$16.34
(0.16% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.12% annual return
$16,397.07 $18,272.46 $17,892.27
Est. savings over 30 yrs +$1,875.39 +$1,495.20
Return
As of 11/30/16
1 YR RETURN 0.56%
3 YR 1.52%
5 YR 0.96%
10 YR 3.44%
1 YR RETURN 0.97%
3 YR 1.90%
5 YR 1.52%
10 YR --
1 YR RETURN 0.81%
3 YR 1.83%
5 YR 1.22%
10 YR 3.73%
Description
The investment seeks total return that corresponds to the total return of the Citi Bond U.S. Treasury Index, before fees and expenses. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that comprise the Citi Bond U.S. Treasury Index (the index). The index is an unmanaged index composed of U.S. Treasury notes and bonds with remaining maturities of at least one year and outstanding principal of at least $5 billion and which are included in the Citi Broad Investment-Grade Bond 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.3-10 Year Treasury Bond Index. The fund invests at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. Treasury securities that have a remaining maturity of greater than or equal to three years and less than ten years, are rated investment grade, and have $250 million or more of outstanding face value. The securities in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible.
The investment seeks to provide investment results approximating the performance of the Barclays U.S. Treasury Index. The fund will invest substantially all (and at least 80%) of its net assets in a representative sample of the U.S. Treasury obligations included in the Barclays U.S. Treasury Index. It will buy and sell securities with the goal of achieving an overall duration and total return similar to that of the Barclays U.S. Treasury Index. The Barclays U.S. Treasury Index is an unmanaged index that includes a broad range of U.S. Treasury obligations and is considered representative of U.S. Treasury bond performance overall.

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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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