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KUSCX Deutsche Strategic Government Secs C

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Fund KUSCX Deutsche Strategic Government Secs C AGZ iShares Agency Bond GNMA iShares GNMA Bond  
Similarity
?
100% 92% 85%
Annual Fees
?
$163.37
(1.60% Exp. Ratio)
$20.42
(0.20% Exp. Ratio)
$15.32
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.11% annual return
$11,523.10 $17,604.87 $17,871.40
Est. savings over 30 yrs +$6,081.76 +$6,348.30
Return
As of 10/31/16
1 YR RETURN 1.46%
3 YR 1.76%
5 YR 0.79%
10 YR 3.04%
1 YR RETURN 2.34%
3 YR 2.24%
5 YR 1.73%
10 YR --
1 YR RETURN 2.72%
3 YR 2.74%
5 YR --
10 YR --
Description
The investment seeks high current income, liquidity and security of principal. Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in securities backed by the full faith and credit of the U.S. government, including related repurchase agreements (the "80% test"). Within the 80% test, the fund invests principally in Ginnie Maes (mortgage-backed securities issued or guaranteed by the Government National Mortgage Association (GNMA)), but may also invest in U.S. Treasuries and other securities that are backed by the full faith and credit of the U.S. government.
The investment seeks to track the investment results of the Bloomberg Barclays U.S. Agency Bond Index. The underlying index measures the performance of the agency sector of the U.S. government bond market and is comprised of investment-grade U.S. dollar-denominated bonds or debentures issued by government and government-related agencies, including the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation. The fund generally will invest at least 90% of its assets in the component securities of the underlying index.
The investment seeks to track the investment results of Bloomberg Barclays U.S. GNMA Bond Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index includes fixed-rate mortgage pass-through securities issued by GNMA that have 30- or 15-year maturities. The index measures the performance of mortgage-backed pass-through securities issued by GNMA.

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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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