Investment Test Drive

KUSMX Deutsche Strategic Government Secs S

1 lower fee alternative found

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Fund KUSMX Deutsche Strategic Government Secs S GGIUX Goldman Sachs US Mortgages R6  
Similarity
?
100% 85%
Annual Fees
?
$68.42
(0.67% Exp. Ratio)
$45.95
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.11% annual return
$15,305.38 $16,355.69
Est. savings over 30 yrs +$1,050.31
Return
As of 12/31/16
1 YR RETURN 1.29%
3 YR 2.50%
5 YR 1.11%
10 YR 3.78%
1 YR RETURN 1.96%
3 YR 3.17%
5 YR 2.86%
10 YR 4.12%
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 a high level of total return consisting of income and capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in securities representing direct or indirect interests in or that are collateralized by adjustable rate and fixed rate mortgage loans or other mortgage-related securities of U.S. issuers. It may also invest in mortgage dollar rolls, securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises, asset-backed securities and foreign securities.

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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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