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BXTYX Barings Total Return Bond Y

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Fund BXTYX Barings Total Return Bond Y IUSB iShares Core Total USD Bond Market AGGY WisdomTree Barclays US AggtBd EnhYld ETF  
100% 90% 87%
Annual Fees
(0.55% Exp. Ratio)
(0.08% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$15,423.38 $17,766.78 $17,554.64
Est. savings over 30 yrs +$2,343.40 +$2,131.26
As of 9/30/16
1 YR RETURN 6.04%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.11%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.98%
3 YR --
5 YR --
10 YR --
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 investment results of the Bloomberg Barclays U.S. Universal Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. The index measures the performance of U.S. dollar-denominated taxable bonds that are rated either investment-grade or high yield.
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.

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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.


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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