Investment Test Drive

BCBRX BlackRock Core Bond R

15 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund BCBRX BlackRock Core Bond R NOCBX Northern Core Bond IIBWX Voya Intermediate Bond W  
Similarity
?
100% 90% 86%
Annual Fees
?
$94.94
(0.93% Exp. Ratio)
$43.90
(0.43% Exp. Ratio)
$41.85
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$14,021.80 $16,307.75 $16,406.31
Est. savings over 30 yrs +$2,285.95 +$2,384.51
Return
As of 11/30/16
1 YR RETURN 1.54%
3 YR 2.43%
5 YR 2.67%
10 YR 3.32%
1 YR RETURN 1.66%
3 YR 2.59%
5 YR 2.83%
10 YR 4.46%
1 YR RETURN 3.19%
3 YR 3.50%
5 YR 4.20%
10 YR 4.64%
Description
The investment seeks to maximize total return, consistent with income generation and prudent investment management. The fund normally invests at least 80% of its assets in bonds and maintains an average portfolio duration that is within ±20% of the duration of the benchmark. The management team selects bonds from several sectors including: U.S. treasuries and agency securities, commercial and residential mortgage-backed securities, CMOs, asset-backed securities and corporate bonds. The fund may invest up to 25% of its assets in assets of foreign issuers, of which 10% (as a percentage of the fund's assets) may be invested in emerging markets issuers.
The investment seeks to maximize total return (capital appreciation and income) consistent with reasonable risk. The fund will seek capital appreciation and current income in the advisor's attempt to maximize total return. It will invest, under normal circumstances, at least 80% of its net assets in bonds and other fixed-income securities. The fund invests primarily in the investment grade debt obligations of domestic issuers. It also may invest to a limited extent in U.S. dollar denominated investment grade obligations of foreign issuers.
The investment seeks to maximize total return through income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by Standard & Poor's Ratings Services or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.

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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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