Investment Test Drive

HAUSX Hartford US Government Secs HLS IA

1 lower fee alternative found

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Fund HAUSX Hartford US Government Secs HLS IA FMSFX Fidelity® Mortgage Securities  
Similarity
?
100% 86%
Annual Fees
?
$52.06
(0.51% Exp. Ratio)
$45.93
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$15,872.51 $16,162.20
Est. savings over 30 yrs +$289.70
Return
As of 10/31/16
1 YR RETURN 2.82%
3 YR 2.46%
5 YR 2.12%
10 YR 2.60%
1 YR RETURN 3.35%
3 YR 3.39%
5 YR 2.91%
10 YR 3.84%
Description
The investment seeks to maximize total return while providing shareholders with a high level of current income consistent with prudent investment risk. The fund normally invests at least 80% of its assets in securities issued or guaranteed by the U.S. government or its agencies or instrumentalities. It invests both in U.S. Treasury obligations and in obligations of U.S. government agencies or instrumentalities. The fund may invest a significant portion of its assets in mortgage-backed securities issued by U.S. government agencies or instrumentalities.
The investment seeks a high level of current income, consistent with prudent investment risk. The fund normally invests at least 80% of assets in investment-grade mortgage-related securities (those of medium and high quality) and repurchase agreements for those securities. It invests in U.S. government securities and instruments related to U.S. government securities. The fund invests in U.S. government securities issued by entities that are chartered or sponsored by Congress but whose securities are neither issued nor guaranteed by the U.S. Treasury.

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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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