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SIBWX Sentinel Government Securities I

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Fund SIBWX Sentinel Government Securities I VFITX Vanguard Interm-Term Treasury Inv FTGLX Federated Total Return Govt Bd R6  
Similarity
?
100% 86% 92%
Annual Fees
?
$74.54
(0.73% Exp. Ratio)
$20.42
(0.20% Exp. Ratio)
$30.63
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.11% annual return
$15,005.73 $17,604.87 $17,083.28
Est. savings over 30 yrs +$2,599.14 +$2,077.55
Return
As of 10/31/16
1 YR RETURN 2.19%
3 YR 2.29%
5 YR 1.36%
10 YR 3.95%
1 YR RETURN 3.20%
3 YR 2.70%
5 YR 2.11%
10 YR 4.71%
1 YR RETURN 3.09%
3 YR 2.43%
5 YR 1.95%
10 YR 4.05%
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 provide a moderate and sustainable level of current income. The fund invests at least 80% of its assets in U.S. Treasury securities, which include bills, bonds, and notes issued by the U.S. Treasury. It is expected to maintain a dollar-weighted average maturity of 5 to 10 years.
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.

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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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