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HCBIX Hennessy Core Bond Institutional

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Fund HCBIX Hennessy Core Bond Institutional GMTB Columbia Core Bond ETF FTHRX Fidelity® Intermediate Bond  
100% 91% 88%
Annual Fees
(2.83% Exp. Ratio)
(0.46% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$7,690.66 $15,846.26 $15,894.09
Est. savings over 30 yrs +$8,155.60 +$8,203.42
As of 9/30/16
1 YR RETURN 0.54%
3 YR 1.11%
5 YR 2.31%
10 YR 4.10%
1 YR RETURN 5.46%
3 YR 3.65%
5 YR 2.94%
10 YR --
1 YR RETURN 4.15%
3 YR 3.00%
5 YR 2.79%
10 YR 4.17%
The investment seeks current income with capital growth as a secondary objective. The fund invests at least 80% of its net assets in fixed income securities, which include domestic investment grade corporate, agency and governmental bonds, mortgage-backed securities, asset-backed securities, and U.S. denominated bonds issued by foreign companies. It may invest up to 10% of its assets in high yield bonds. The fund may invest directly in fixed income securities or it may invest indirectly in fixed income securities by investing in other investment companies that invest in fixed income securities.
The investment seeks a high level of current income and higher risk-adjusted returns relative to its benchmark. The fund invests, under normal circumstances, at least 80% of its net assets (including the amount of any borrowings for investment purposes) in debt securities. It invests primarily in investment-grade securities, including securities issued by the U.S. government, its agencies and instrumentalities, municipal securities, mortgage-backed and other asset-backed securities, and corporate and bank obligations, including commercial paper, corporate notes and bonds.
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. Its manager manages the fund to have similar overall interest rate risk to the Barclays® U.S. Intermediate Government/Credit Bond Index. The fund normally maintains a dollar-weighted average maturity between three and 10 years. It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers.

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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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