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JMTTX JPMorgan Total Return R2

1 lower fee alternative found

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Fund JMTTX JPMorgan Total Return R2 TCBPX TIAA-CREF Bond Plus Retail  
Similarity
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100% 89%
Annual Fees
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$118.43
(1.16% Exp. Ratio)
$64.32
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$13,113.18 $15,395.17
Est. savings over 30 yrs +$2,281.99
Return
As of 12/31/16
1 YR RETURN 4.14%
3 YR 2.49%
5 YR 3.01%
10 YR --
1 YR RETURN 4.33%
3 YR 3.34%
5 YR 3.37%
10 YR 4.37%
Description
The investment seeks to provide high total return. Under normal circumstances, 65% of the fund's net assets will be invested in securities that, at the time of purchase, are rated investment grade (or the unrated equivalent). Up to 35% of the fund's total assets may be invested in foreign securities, including emerging markets debt securities. Up to 25% of the fund's total assets may be invested in non-dollar denominated securities. Such investments may be issued or guaranteed by a wide variety of entities including governments and their agencies and instrumentalities, corporations, financial institutions and supranational organizations.
The investment seeks a favorable long-term total return, primarily through high current income. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Its portfolio is divided into two segments. The first segment, which makes up at least 70% of the fund's assets, is invested primarily in a broad range of investment-grade bonds and fixed-income securities. The second segment, which will not exceed 30% of the fund's assets, is invested in fixed-income securities and bonds with special features in an effort to improve the fund's total return.

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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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