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SIBWX Sentinel Government Securities I

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Fund SIBWX Sentinel Government Securities I SCHR Schwab Intermediate-Term US Trs ETF™ AGZ iShares Agency Bond  
Similarity
?
100% 85% 92%
Annual Fees
?
$74.54
(0.73% Exp. Ratio)
$6.13
(0.06% Exp. Ratio)
$20.42
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.11% annual return
$15,008.82 $18,364.80 $17,608.49
Est. savings over 30 yrs +$3,355.98 +$2,599.67
Return
As of 12/31/16
1 YR RETURN 0.67%
3 YR 1.86%
5 YR 0.77%
10 YR 3.72%
1 YR RETURN 1.16%
3 YR 2.34%
5 YR 1.32%
10 YR --
1 YR RETURN 1.30%
3 YR 1.95%
5 YR 1.29%
10 YR --
Description
The investment seeks a high level of current income consistent with the preservation of principal. The fund normally invests at least 80% of its net assets in U.S. government securities and related derivatives. Related derivatives include exchange-traded futures on U.S. Treasury notes and bonds, and options on these futures, and other derivatives intended to hedge interest rate risk, such as swaps, options on swaps, and interest rate caps and floors. It invests mainly in U.S. government 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 Bloomberg Barclays U.S. Agency Bond Index. The underlying index measures the performance of the agency sector of the U.S. government bond market and is comprised of investment-grade U.S. dollar-denominated bonds or debentures issued by government and government-related agencies, including the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation. The fund generally will invest at least 90% of its assets in the component securities of the underlying index.

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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.

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.

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