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FXBAX PSI Total Return A

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Fund FXBAX PSI Total Return A SCPYX Scout Core Plus Bond Y  
100% 86%
Annual Fees
(2.29% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$9,083.32 $14,302.91
Est. savings over 30 yrs +$5,219.59
As of 9/30/16
1 YR RETURN 5.03%
3 YR 0.13%
5 YR -0.68%
10 YR --
1 YR RETURN 5.07%
3 YR 2.85%
5 YR 4.02%
10 YR 6.46%
The investment seeks total return from income and capital appreciation. The fund's investment adviser seeks to achieve the fund's investment objective by investing in a combination of underlying funds which include (1) open-end investment companies ("mutual funds") and (2) exchange traded funds ("ETFs") that each invest primarily in fixed income securities, common stocks, or alternative assets, which the managers define as commodity-related or real estate-related securities, (3) money market securities and (4) derivatives using the adviser's quantitative analysis strategy. It is non-diversified.
The investment seeks a high level of total return consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets in bonds of varying maturities, including mortgage- and asset-backed securities. The bonds in which the fund may invest also include other fixed income instruments such as debt securities, to-be-announced securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

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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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