Investment Test Drive

JAFLX Janus Aspen Flexible Bond Instl

2 lower fee alternatives found

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Fund JAFLX Janus Aspen Flexible Bond Instl BIV Vanguard Intermediate-Term Bond ETF MCYBX BMO TCH Core Plus Bond Y  
Similarity
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100% 85% 94%
Annual Fees
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$63.28
(0.62% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
$59.20
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$15,354.38 $18,010.73 $15,540.87
Est. savings over 30 yrs +$2,656.35 +$186.49
Return
As of 10/31/16
1 YR RETURN 3.72%
3 YR 3.18%
5 YR 3.77%
10 YR 5.92%
1 YR RETURN 5.36%
3 YR 4.24%
5 YR 3.77%
10 YR --
1 YR RETURN 6.47%
3 YR 3.83%
5 YR 4.32%
10 YR --
Description
The investment seeks to obtain maximum total return, consistent with preservation of capital. The fund pursues its investment objective by primarily investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It will invest at least 65% of its assets in investment grade debt securities. The fund will limit its investment in high-yield/high-risk bonds, also known as "junk" bonds, to 35% or less of its net assets.
The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of its assets in bonds. The investments include corporate, asset-backed, mortgage-backed and U.S. government securities. Although the fund will invest primarily in securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield 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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