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ITBVX Hartford Total Return Bond R6

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Fund ITBVX Hartford Total Return Bond R6 DODIX Dodge & Cox Income FTBFX Fidelity® Total Bond  
Similarity
?
100% 91% 90%
Annual Fees
?
$52.06
(0.51% Exp. Ratio)
$43.89
(0.43% Exp. Ratio)
$45.93
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$15,872.51 $16,259.90 $16,162.20
Est. savings over 30 yrs +$387.39 +$289.70
Return
As of 10/31/16
1 YR RETURN 5.15%
3 YR 3.41%
5 YR 3.35%
10 YR 4.00%
1 YR RETURN 5.83%
3 YR 3.86%
5 YR 4.03%
10 YR 5.28%
1 YR RETURN 6.16%
3 YR 3.97%
5 YR 3.77%
10 YR 5.15%
Description
The investment seeks a competitive total return, with income as a secondary objective. The fund invests at least 80% of its net assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It normally invests at least 70% of its portfolio in investment grade debt securities and may invest up to 20% of its net assets in securities rated below investment grade (also known as "junk bonds"). The fund normally invests in debt securities with a maturity of at least one year.
The investment seeks a high and stable rate of current income, consistent with long-term preservation of capital. The fund invests in a diversified portfolio of high-quality bonds and other debt securities. Under normal circumstances, the fund will invest at least 80% of its total assets in (1) investment-grade debt securities and (2) cash equivalents. "Investment grade" means securities rated Baa3 or higher by Moody's Investors Service, or BBB- or higher by Standard & Poor's Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge & Cox.
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).

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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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