Investment Test Drive

LCRPX Lord Abbett Core Fixed Income P

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund LCRPX Lord Abbett Core Fixed Income P BNDS SPDR® Blmbg Barclays Aggregate Bond ETF SCHZ Schwab US Aggregate Bond ETF™  
Similarity
?
100% 93% 87%
Annual Fees
?
$92.90
(0.91% Exp. Ratio)
$8.17
(0.08% Exp. Ratio)
$4.08
(0.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$14,106.97 $18,118.06 $18,336.92
Est. savings over 30 yrs +$4,011.09 +$4,229.95
Return
As of 11/30/16
1 YR RETURN 1.79%
3 YR 2.32%
5 YR 2.28%
10 YR 4.24%
1 YR RETURN 2.11%
3 YR 2.71%
5 YR 2.32%
10 YR --
1 YR RETURN 2.00%
3 YR 2.72%
5 YR 2.31%
10 YR --
Description
The investment seeks income and capital appreciation to produce a high total return. The fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities of various types. The manager expects to invest in derivatives consisting principally of futures, forwards, options, and swaps. It may use derivatives to seek to enhance returns, to attempt to hedge some of its investment risk, to manage portfolio duration, as a substitute for holding the underlying asset on which the derivative instrument is based, or for cash management purposes.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Aggregate Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of the U.S. dollar denominated investment grade bond market. The fund is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!