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BSHGX Bishop Street High Grade Inc Instl

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Fund BSHGX Bishop Street High Grade Inc Instl SCHZ Schwab US Aggregate Bond ETF™ VBILX Vanguard Interm-Term Bond Index Adm  
Similarity
?
100% 86% 89%
Annual Fees
?
$77.58
(0.76% Exp. Ratio)
$4.08
(0.04% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$14,769.25 $18,346.08 $18,072.77
Est. savings over 30 yrs +$3,576.83 +$3,303.51
Return
As of 12/31/16
1 YR RETURN 1.41%
3 YR 2.49%
5 YR 1.93%
10 YR 4.55%
1 YR RETURN 2.49%
3 YR 2.98%
5 YR 2.11%
10 YR --
1 YR RETURN 2.83%
3 YR 3.66%
5 YR 2.85%
10 YR 5.37%
Description
The investment seeks to provide high total return. The fund primarily invests at least 80% of its net assets (plus any borrowings for investment purposes) in high grade U.S. dollar-denominated debt obligations of domestic corporations and the U.S. government, its agencies or instrumentalities. It may also invest up to 20% of its net assets in investment grade securities (securities rated BBB by S&P, BAA by Moody's, or unrated equivalent). The portfolio management team anticipates that the fund will maintain an average weighted maturity of 6 to 8 years.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.
The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the 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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