Investment Test Drive

KCCSX Knights of Columbus Core Bond S

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund KCCSX Knights of Columbus Core Bond S AGGY WisdomTree Barclays US AggtBd EnhYld ETF IIBWX Voya Intermediate Bond W  
Similarity
?
100% 95% 86%
Annual Fees
?
$71.50
(0.70% Exp. Ratio)
$12.26
(0.12% Exp. Ratio)
$41.88
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$15,288.98 $18,207.79 $16,686.80
Est. savings over 30 yrs +$2,918.80 +$1,397.82
Return
As of 11/30/16
1 YR RETURN 2.58%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.08%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.19%
3 YR 3.50%
5 YR 4.20%
10 YR 4.64%
Description
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 maximize total return through income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by Standard & Poor's Ratings Services or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.

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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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