Investment Test Drive

MSBJX MM Select Bond and Income Asset I

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund MSBJX MM Select Bond and Income Asset I SCHR Schwab Intermediate-Term US Trs ETF™ IEI iShares 3-7 Year Treasury Bond  
Similarity
?
100% 90% 90%
Annual Fees
?
$26.55
(0.26% Exp. Ratio)
$6.13
(0.06% Exp. Ratio)
$15.32
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.11% annual return
$17,293.65 $18,364.80 $17,875.08
Est. savings over 30 yrs +$1,071.15 +$581.42
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.16%
3 YR 2.34%
5 YR 1.32%
10 YR --
1 YR RETURN 1.22%
3 YR 2.01%
5 YR 1.22%
10 YR --
Description
The investment seeks to achieve long term total return by investing primarily in a diversified portfolio of debt securities and money market instruments. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in bonds and other income-producing assets. The adviser expects that the fund will allocate its investments principally among the following asset classes: Short-term U.S. Treasury Bonds; Medium-term U.S. Treasury Bonds; Long-term U.S. Treasury Bonds; Developed market government bonds; and U.S. Treasury Inflation Protected Bonds.
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 track the investment results of the ICE U.S. Treasury 3-7 Year Bond Index (the "underlying index"). The fund generally invests at least 90% of its assets in the bonds of the underlying index and at least 95% of its assets in U.S. government bonds. The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than three years and less than or equal to seven years.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!