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EBRBX MFS Total Return Bond 529B

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Fund EBRBX MFS Total Return Bond 529B SCHZ Schwab US Aggregate Bond ETF™ FSITX Fidelity® US Bond Index Premium  
Similarity
?
100% 94% 90%
Annual Fees
?
$167.51
(1.64% Exp. Ratio)
$4.09
(0.04% Exp. Ratio)
$5.11
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$11,496.66 $18,655.35 $18,599.44
Est. savings over 30 yrs +$7,158.69 +$7,102.78
Return
As of 11/30/16
1 YR RETURN 1.85%
3 YR 1.80%
5 YR 2.28%
10 YR 3.58%
1 YR RETURN 2.00%
3 YR 2.72%
5 YR 2.31%
10 YR --
1 YR RETURN 1.90%
3 YR 2.70%
5 YR 2.34%
10 YR 3.92%
Description
The investment seeks total return with an emphasis on current income but also considering capital appreciation. The fund normally invests at least 80% of its net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, asset-backed securities, municipal instruments and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.
The investment seeks to provide investment results that correspond to the aggregate price and interest performance of the debt securities in the Barclays® U.S. Aggregate Bond Index. The fund normally invests at least 80% of the fund's assets in bonds included in the Barclays® U.S. Aggregate Bond Index. Its manager uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Barclays® U.S. Aggregate Bond Index using a smaller number of securities. The fund invests in Fidelity's central funds.

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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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