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ARINX Archer Income

3 lower fee alternatives found

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Fund ARINX Archer Income BCOSX Baird Core Plus Bond Inv USIBX USAA Intermediate-Term Bond  
Similarity
?
100% 85% 87%
Annual Fees
?
$112.29
(1.10% Exp. Ratio)
$56.15
(0.55% Exp. Ratio)
$63.29
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$13,322.35 $15,733.88 $15,405.01
Est. savings over 30 yrs +$2,411.53 +$2,082.66
Return
As of 12/31/16
1 YR RETURN 4.32%
3 YR 2.99%
5 YR 2.43%
10 YR --
1 YR RETURN 4.47%
3 YR 3.51%
5 YR 3.30%
10 YR 5.15%
1 YR RETURN 6.67%
3 YR 3.30%
5 YR 4.42%
10 YR 5.57%
Description
The investment seeks to provide current income while secondarily striving for capital appreciation. Under normal conditions, at least 50% of the fund's total assets will be invested in U.S. government obligations, mortgage and asset-backed securities, corporate and municipal bonds, collateralized mortgage obligations (CMOs), certificates of deposit linked to an index. It will invest up to 25% of its assets in foreign debt securities denominated in U.S. dollars and foreign currencies. The fund will invest up to 10% of its assets in covered call options on the debt securities it owns.
The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays U.S. Universal Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollar‑denominated debt obligations: U.S. government and other public‑sector entities; asset‑backed and mortgage‑backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers. It invests primarily in investment-grade debt obligations, but may invest up to 20% of its net assets in non-investment grade debt obligations (sometimes referred to as "high yield" or "junk" bonds)."
The investment seeks high current income without undue risk to principal. The fund normally invests at least 80% of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10% of its net assets in below-investment-grade securities which are sometimes referred to as high-yield or "junk" bonds.

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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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