Investment Test Drive

LMCOX LM Capital Opportunistic Bond Instl

2 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund LMCOX LM Capital Opportunistic Bond Instl AGGY WisdomTree Barclays US AggtBd EnhYld ETF DODIX Dodge & Cox Income  
Similarity
?
100% 90% 89%
Annual Fees
?
$45.96
(0.45% Exp. Ratio)
$12.26
(0.12% Exp. Ratio)
$43.92
(0.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$16,490.78 $18,212.06 $16,590.46
Est. savings over 30 yrs +$1,721.29 +$99.68
Return
As of 11/30/16
1 YR RETURN 2.32%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.08%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.15%
3 YR 3.25%
5 YR 3.95%
10 YR 4.97%
Description
The investment seeks to achieve a total return that exceeds that of the fund's benchmark, the Bloomberg Barclays U.S. Aggregate Index, over a market cycle of three to five years. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income instruments. It invests in a diversified portfolio of fixed income instruments of varying maturities. The fund may also invest in preferred stock. It may invest in treasury and currency futures and currency forwards for hedging purposes.
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 a high and stable rate of current income, consistent with long-term preservation of capital. The fund invests in a diversified portfolio of high-quality bonds and other debt securities. Under normal circumstances, the fund will invest at least 80% of its total assets in (1) investment-grade debt securities and (2) cash equivalents. "Investment grade" means securities rated Baa3 or higher by Moody's Investors Service, or BBB- or higher by Standard & Poor's Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge & Cox.

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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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