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MSBJX MM Select Bond and Income Asset I

4 lower fee alternatives found

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Fund MSBJX MM Select Bond and Income Asset I IEI iShares 3-7 Year Treasury Bond MBSD FlexShares Disciplined Duration MBS ETF  
100% 90% 93%
Annual Fees
(0.26% Exp. Ratio)
(0.15% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$17,095.58 $17,670.35 $17,406.81
Est. savings over 30 yrs +$574.76 +$311.23
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.89%
3 YR 2.71%
5 YR 1.97%
10 YR --
1 YR RETURN 3.13%
3 YR --
5 YR --
10 YR --
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 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.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the BofA Merrill Lynch Constrained Duration US Mortgage Backed Securities IndexSM. The fund generally will invest under normal circumstances at least 80% of its total assets in the securities of the underlying index and in "TBA Transactions" that represent securities in the underlying index. The underlying index reflects the performance of a selection of investment-grade U.S. agency residential mortgage-backed pass-through 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.


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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