Investment Test Drive

SCLFX RidgeWorth Seix US Mortgage C

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund SCLFX RidgeWorth Seix US Mortgage C FTGLX Federated Total Return Govt Bd R6 CPTNX American Century Government Bond Inv  
100% 87% 89%
Annual Fees
(1.65% Exp. Ratio)
(0.30% Exp. Ratio)
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$11,221.06 $16,891.09 $16,048.08
Est. savings over 30 yrs +$5,670.03 +$4,827.02
As of 9/30/16
1 YR RETURN 2.05%
3 YR 2.58%
5 YR 1.50%
10 YR 3.32%
1 YR RETURN 3.93%
3 YR 2.92%
5 YR 2.02%
10 YR 4.21%
1 YR RETURN 3.47%
3 YR 2.87%
5 YR 1.82%
10 YR 4.23%
The investment seeks to maximize long term total return through a combination of current income and capital appreciation, consistent with capital preservation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. government agency mortgage-backed securities, such as the Federal National Mortgage Association ("FNMA"), Government National Mortgage Association ("GNMA") and collateralized mortgage obligations. It may invest a portion of its assets in securities that are restricted as to resale. As a result of its investment strategy, the fund's portfolio turnover rate may be 100% or more.
The investment seeks total return consistent with current income. The fund's overall strategy is to invest in a portfolio consisting primarily of U.S. Treasury securities, U.S. government agency securities and related derivative contracts. It buys and sells portfolio securities based primarily on its market outlook and analysis of how securities may perform under different market conditions. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in U.S. government investments.
The investment seeks high current income. Under normal market conditions, the fund invests at least 80% of its net assets in U.S. government debt securities, including U.S. Treasury securities and other securities issued or guaranteed by the U.S. government and its agencies and instrumentalities.

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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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