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DEGGX Delaware Core Plus Bond A

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Fund DEGGX Delaware Core Plus Bond A DODIX Dodge & Cox Income FTBFX Fidelity® Total Bond  
100% 89% 90%
Annual Fees
(0.90% Exp. Ratio)
(0.43% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$13,876.63 $15,992.98 $15,896.89
Est. savings over 30 yrs +$2,116.36 +$2,020.26
As of 9/30/16
1 YR RETURN 4.06%
3 YR 3.72%
5 YR 3.22%
10 YR 5.21%
1 YR RETURN 7.09%
3 YR 4.29%
5 YR 4.31%
10 YR 5.36%
1 YR RETURN 7.32%
3 YR 4.52%
5 YR 4.07%
10 YR 5.27%
The investment seeks maximum long-term total return, consistent with reasonable risk. Under normal circumstances, the fund will invest at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, in fixed income securities (80% policy). It will invest at least 50% of its net assets in domestic (U.S.) investment grade debt securities (the "core" portion of the portfolio). The fund may invest no more than 30% of its net assets in high yield securities and no more than 30% of its net assets in foreign securities.
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. 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).

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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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