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NOUGX Northern US Government

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Fund NOUGX Northern US Government ITE SPDR® Blmbg Barclays Interm Term Trs ETF SCHR Schwab Intermediate-Term US Trs ETF™  
100% 93% 89%
Annual Fees
(0.46% Exp. Ratio)
(0.10% Exp. Ratio)
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.11% annual return
$16,283.02 $18,145.57 $18,364.80
Est. savings over 30 yrs +$1,862.55 +$2,081.78
As of 12/31/16
1 YR RETURN 0.57%
3 YR 1.31%
5 YR 0.66%
10 YR 2.91%
1 YR RETURN 0.95%
3 YR 1.49%
5 YR 0.92%
10 YR --
1 YR RETURN 1.16%
3 YR 2.34%
5 YR 1.32%
10 YR --
The investment seeks a high level of current income. The fund will invest at least 80% of its net assets in securities issued or guaranteed by the U.S. government or by its agencies, instrumentalities or sponsored enterprises and repurchase agreements relating to such securities. Its dollar-weighted average maturity, under normal circumstances, will range between one and ten years. The fund also may make limited investments in the obligations of supranational organizations (such as the World Bank).
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays Intermediate U.S. Treasury Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 1 year and less than 10 years. It is non-diversified.
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.

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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.

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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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