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ACCPX American Century Core Plus R

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Fund ACCPX American Century Core Plus R GBF iShares Government/Credit Bond PBDIX T. Rowe Price U.S. Bond Enhanced Index  
100% 88% 97%
Annual Fees
(1.15% Exp. Ratio)
(0.20% Exp. Ratio)
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$12,863.95 $17,139.20 $16,631.41
Est. savings over 30 yrs +$4,275.24 +$3,767.45
As of 9/30/16
1 YR RETURN 5.43%
3 YR 3.57%
5 YR 2.86%
10 YR --
1 YR RETURN 5.65%
3 YR 4.04%
5 YR 3.03%
10 YR --
1 YR RETURN 5.45%
3 YR 4.08%
5 YR 3.12%
10 YR 4.81%
The investment seeks to maximize total return; as a secondary objective, the fund seeks a high level of income. The fund invests at least 65% of its assets in investment-grade, non-money market debt securities. It may not invest more than 35% of its assets in high-yield securities and emerging market securities combined. No more than 10% of the fund's assets may be invested in non-dollar denominated debt securities. The weighted average maturity of the fund's portfolio must be 3½ years or longer.
The investment seeks to track the investment results of the Barclays U.S. Government/Credit Bond Index (the "underlying index"). The underlying index measures the performance of U.S. dollar-denominated U.S. Treasury bonds, government-related bonds and investment-grade U.S. corporate bonds that have a remaining maturity of greater than or equal to one year. The fund generally invests at least 90% of its assets in securities of the underlying index. It may invest the remainder 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.
The investment seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market. The fund's overall investment strategy is to match or incrementally exceed the performance of the U.S. investment-grade bond market. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that are held in its benchmark index. The fund's holdings will normally include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, and U.S. dollar-denominated securities of foreign issuers.

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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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