Investment Test Drive

GSNRX Goldman Sachs Bond R

6 lower fee alternatives found

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Fund GSNRX Goldman Sachs Bond R FTBFX Fidelity® Total Bond BAGSX Baird Aggregate Bond Inv  
Similarity
?
100% 85% 85%
Annual Fees
?
$106.16
(1.04% Exp. Ratio)
$45.93
(0.45% Exp. Ratio)
$56.14
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$13,522.38 $16,162.20 $15,682.17
Est. savings over 30 yrs +$2,639.82 +$2,159.79
Return
As of 10/31/16
1 YR RETURN 3.75%
3 YR 3.02%
5 YR 3.60%
10 YR --
1 YR RETURN 6.16%
3 YR 3.97%
5 YR 3.77%
10 YR 5.15%
1 YR RETURN 4.80%
3 YR 3.82%
5 YR 3.84%
10 YR 4.75%
Description
The investment seeks a total return consisting of capital appreciation and income. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in bonds and other fixed income securities, including securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises, corporate debt securities, collateralized loan obligations, privately issued adjustable rate and fixed rate mortgage loans or other mortgage-related securities, asset-backed securities and high yield non-investment grade 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).
The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays U.S. Aggregate Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollar‑denominated debt obligations: U.S. government and other public‑sector entities; asset‑backed and mortgage‑backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers. It only invests in debt obligations rated investment grade at the time of purchase by at least one major rating agency or, if unrated, determined by Robert W. Baird & Co. Incorporated to be investment grade.

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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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