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LTRBX Lord Abbett Total Return B

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Fund LTRBX Lord Abbett Total Return B IIBWX Voya Intermediate Bond W NOFIX Northern Fixed Income  
Similarity
?
100% 92% 95%
Annual Fees
?
$151.17
(1.48% Exp. Ratio)
$41.88
(0.41% Exp. Ratio)
$48.01
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$12,071.13 $16,691.21 $16,392.15
Est. savings over 30 yrs +$4,620.08 +$4,321.02
Return
As of 11/30/16
1 YR RETURN 2.21%
3 YR 2.13%
5 YR 2.46%
10 YR 4.09%
1 YR RETURN 3.19%
3 YR 3.50%
5 YR 4.20%
10 YR 4.64%
1 YR RETURN 2.29%
3 YR 2.81%
5 YR 3.11%
10 YR 4.20%
Description
The investment seeks income and capital appreciation to produce a high total return. Under normal conditions, the fund pursues its investment objective by investing primarily in investment grade debt (or fixed income) securities including securities issued or guaranteed by the U.S. government, its agencies or government-sponsored enterprises; Corporate debt securities; Mortgage-backed and other asset-backed securities; Inflation-linked investments; and Senior loans. The fund may invest up to 20% of its net assets in high-yield debt securities. It may invest up to 20% of its net assets in debt securities that are denominated in foreign currencies.
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.
The investment seeks to maximize total return (capital appreciation and income) consistent with reasonable risk. The fund will seek capital appreciation and current income in the advisor's attempt to maximize total return. It will invest, under normal circumstances, at least 80% of its net assets in bonds and other fixed-income securities. The fund primarily invests in investment grade domestic debt obligations. The fund's dollar-weighted average maturity, under normal circumstances, will range between three and fifteen years.

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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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