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CTBRX Columbia Total Return Bond R5

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Fund CTBRX Columbia Total Return Bond R5 FTBFX Fidelity® Total Bond USAIX USAA Income  
Similarity
?
100% 92% 86%
Annual Fees
?
$56.14
(0.55% Exp. Ratio)
$45.93
(0.45% Exp. Ratio)
$54.10
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$15,682.17 $16,162.20 $15,777.06
Est. savings over 30 yrs +$480.03 +$94.89
Return
As of 10/31/16
1 YR RETURN 5.89%
3 YR 3.96%
5 YR 3.64%
10 YR 4.93%
1 YR RETURN 6.16%
3 YR 3.97%
5 YR 3.77%
10 YR 5.15%
1 YR RETURN 6.53%
3 YR 3.99%
5 YR 4.03%
10 YR 5.30%
Description
The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35% of its net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality (commonly referred to as "high-yield securities" or "junk bonds").
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Barclays® U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds).
The investment seeks maximum current income without undue risk to principal. The fund invests its assets primarily in U.S. dollar-denominated debt securities, including, among others, obligations of U.S., state and local governments, their agencies and instrumental mortgage- and asset-backed securities, corporate debt securities and repurchase agreements that have been selected for their high yields relative to the risk involved. The fund will invest primarily in investment-grade securities but also may invest up to 10% of its net assets in below-investment-grade securities, which are sometimes referred as high-yield or "junk" bonds.

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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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