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SGTAX SunAmerica US Govt Securities A

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Fund SGTAX SunAmerica US Govt Securities A SCHR Schwab Intermediate-Term US Trs ETF™ GOVT iShares US Treasury Bond  
100% 88% 93%
Annual Fees
(0.99% Exp. Ratio)
(0.09% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.12% annual return
$13,928.36 $18,272.46 $17,946.11
Est. savings over 30 yrs +$4,344.10 +$4,017.75
As of 11/30/16
1 YR RETURN -1.23%
3 YR 1.12%
5 YR 0.13%
10 YR 2.70%
1 YR RETURN 0.97%
3 YR 1.90%
5 YR 1.52%
10 YR --
1 YR RETURN 0.86%
3 YR 1.94%
5 YR --
10 YR --
The investment seeks high current income consistent with relative safety of capital. The fund's principal investment strategy is fixed income investing. The strategy of "fixed income investing" in which the fund engages includes utilizing economic research and analysis of current economic conditions, potential fluctuations in interest rates, and, where relevant, the strength of the underlying issuer. At least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in such securities.
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 Core Bond Index (the "underlying index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the index. The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity greater than one year and less than or equal to thirty years.

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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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