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KCCIX Knights of Columbus Core Bond Instl

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Fund KCCIX Knights of Columbus Core Bond Instl AGGY WisdomTree Barclays US AggtBd EnhYld ETF PBDIX T. Rowe Price U.S. Bond Enhanced Index  
100% 94% 88%
Annual Fees
(0.50% Exp. Ratio)
(0.12% Exp. Ratio)
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$15,658.18 $17,555.16 $16,630.43
Est. savings over 30 yrs +$1,896.98 +$972.25
As of 9/30/16
1 YR RETURN 5.21%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.98%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.45%
3 YR 4.08%
5 YR 3.12%
10 YR 4.81%
The investment seeks current income and capital preservation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds. Bonds include a variety of fixed-income instruments, such as securities issued or guaranteed by the U.S. government and its agencies or instrumentalities, municipal bonds, corporate obligations, residential and commercial mortgage-backed securities, and asset-backed securities. It invests primarily in U.S. issuers and investment-grade securities, but may hold securities that are rated below investment grade.
The investment seeks to track the price and yield performance, before fees and expenses, of the Barclays U.S. Aggregate Enhanced Yield Index (the "index"). Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified.
The investment seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market. The fund's overall investment strategy is to match or incrementally exceed the performance of the U.S. investment-grade bond market. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that are held in its benchmark index. The fund's holdings will normally include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, and U.S. dollar-denominated securities of 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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