Investment Test Drive

BSHGX Bishop Street High Grade Inc Instl

11 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund BSHGX Bishop Street High Grade Inc Instl DODIX Dodge & Cox Income GMTB Columbia Core Bond ETF  
Similarity
?
100% 87% 85%
Annual Fees
?
$77.63
(0.76% Exp. Ratio)
$43.92
(0.43% Exp. Ratio)
$46.98
(0.46% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$15,018.22 $16,590.95 $16,441.64
Est. savings over 30 yrs +$1,572.72 +$1,423.41
Return
As of 11/30/16
1 YR RETURN 1.12%
3 YR 2.27%
5 YR 2.21%
10 YR 4.47%
1 YR RETURN 4.15%
3 YR 3.25%
5 YR 3.95%
10 YR 4.97%
1 YR RETURN 3.10%
3 YR 2.59%
5 YR 2.44%
10 YR --
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 a high and stable rate of current income, consistent with long-term preservation of capital. The fund invests in a diversified portfolio of high-quality bonds and other debt securities. Under normal circumstances, the fund will invest at least 80% of its total assets in (1) investment-grade debt securities and (2) cash equivalents. "Investment grade" means securities rated Baa3 or higher by Moody's Investors Service, or BBB- or higher by Standard & Poor's Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge & Cox.
The investment seeks a high level of current income and higher risk-adjusted returns relative to its benchmark. The fund invests, under normal circumstances, at least 80% of its net assets (including the amount of any borrowings for investment purposes) in debt securities. It invests primarily in investment-grade securities, including securities issued by the U.S. government, its agencies and instrumentalities, municipal securities, mortgage-backed and other asset-backed securities, and corporate and bank obligations, including commercial paper, corporate notes and bonds.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!