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FMBPX Federated Mortgage Strategy

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Fund FMBPX Federated Mortgage Strategy
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Similarity
?
100%
Annual Fees
?
$3.06
(0.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$18,338.06
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 3.79%
3 YR 3.49%
5 YR 2.65%
10 YR --
Description
The investment seeks to provide total return. The fund pursues its investment objective by investing primarily in Federated Mortgage Core Portfolio (the "underlying fund"), a portfolio of Federated Core Trust. Under normal market conditions, the underlying 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. The fund is non-diversified.

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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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