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FGFSX Federated Mortgage Svc

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Fund FGFSX Federated Mortgage Svc
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Similarity
?
100%
Annual Fees
?
$80.69
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$14,882.18
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 1.82%
3 YR 2.48%
5 YR 1.91%
10 YR 3.36%
Description
The investment seeks to provide total return. The fund invests primarily in mortgage-backed securities (MBS) of investment-grade quality and seeks to provide returns consistent with investments in the market for U.S. home mortgages. It will invest in MBS that are issued or guaranteed by U.S. government agencies or U.S. government-sponsored enterprises (GSEs). The fund may invest in non-agency MBS, which are those not issued or guaranteed by GSEs. It may invest up to 15% of its assets in noninvestment-grade securities, including those backed by so-called "sub-prime" mortgages and other types of non-investment grade securities.

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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.

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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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