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BXTAX Barings Total Return Bond A

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Fund BXTAX Barings Total Return Bond A AGGY WisdomTree Barclays US AggtBd EnhYld ETF BYLD iShares Yield Optimized Bond  
Similarity
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100% 86% 90%
Annual Fees
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$86.82
(0.85% Exp. Ratio)
$12.26
(0.12% Exp. Ratio)
$28.60
(0.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$14,618.82 $18,217.41 $17,361.96
Est. savings over 30 yrs +$3,598.60 +$2,743.14
Return
As of 11/30/16
1 YR RETURN 3.07%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.08%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.78%
3 YR --
5 YR --
10 YR --
Description
The investment seeks a superior total rate of return by investing in fixed income instruments. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in fixed income securities. It may invest up to 25% of its total assets in securities that are not denominated in U.S. dollars including, but not limited to, corporate obligations, government and agency issues, private placement bonds, securities subject to resale pursuant to Rule 144A, convertible bonds, mortgage-backed, and other asset-backed securities.
The investment seeks to track the price and yield performance, before fees and expenses, of the Barclays U.S. Aggregate Enhanced Yield Index (the "index"). Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified.
The investment seeks to track the investment results of the Morningstar® U.S. Bond Market Yield-Optimized IndexSM (the "underlying index"). The fund invests primarily in underlying funds that themselves seek investment results corresponding to their own underlying indexes. The fund also invests in a combination of other exchange-traded funds ("ETFs") (including other iShares ETFs), cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates ("BlackRock Cash Funds"). The underlying index is a broadly diversified fixed income index that seeks to deliver current income.

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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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