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EIGIX Eaton Vance Core Bond I

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Fund EIGIX Eaton Vance Core Bond I GCFUX Goldman Sachs Core Fixed Income R6 FTBFX Fidelity® Total Bond  
Similarity
?
100% 91% 89%
Annual Fees
?
$51.04
(0.50% Exp. Ratio)
$43.89
(0.43% Exp. Ratio)
$45.93
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$15,920.44 $16,259.90 $16,162.20
Est. savings over 30 yrs +$339.46 +$241.76
Return
As of 10/31/16
1 YR RETURN 4.14%
3 YR 3.18%
5 YR 2.98%
10 YR --
1 YR RETURN 4.20%
3 YR 3.44%
5 YR 3.32%
10 YR 4.19%
1 YR RETURN 6.16%
3 YR 3.97%
5 YR 3.77%
10 YR 5.15%
Description
The investment seeks current income and total return. The fund seeks to achieve its investment objectives by investing primarily in fixed-income securities, which may include corporate bonds, U.S. government securities, money market instruments, mortgage-backed securities (including collateralized mortgage obligations and so-called "seasoned" mortgage-backed securities), commercial mortgage-backed securities, asset-backed securities (including collateralized debt obligations and collateralized loan obligations) and convertible debt securities and other hybrid securities.
The investment seeks a total return consisting of capital appreciation and income that exceeds the total return of the Barclays U.S. Aggregate Bond Index (the "index"). The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in fixed income securities, including securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises, corporate debt securities, privately issued adjustable rate and fixed rate mortgage loans or other mortgage-related securities and asset-backed securities.
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.

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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