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1 lower fee alternative found

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Fund MBDFX AMG GW&K Core Bond I BCOSX Baird Core Plus Bond Inv  
100% 92%
Annual Fees
(0.56% Exp. Ratio)
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$15,378.28 $15,424.74
Est. savings over 30 yrs +$46.46
As of 9/30/16
1 YR RETURN 5.92%
3 YR 3.64%
5 YR 3.90%
10 YR 5.54%
1 YR RETURN 6.16%
3 YR 4.46%
5 YR 4.10%
10 YR 5.64%
The investment seeks to generate income and capital appreciation while helping to manage risk. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds. It may invest in debt securities issued by any of the following: public and private U.S. companies; the U.S. government and its agencies, such as the Federal Home Loan Bank; and state and local governments issuing taxable municipal securities. The fund may also invest in asset-backed and mortgage-backed debt securities.
The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays U.S. Universal Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollar‑denominated debt obligations: U.S. government and other public‑sector entities; asset‑backed and mortgage‑backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers. It invests primarily in investment-grade debt obligations, but may invest up to 20% of its net assets in non-investment grade debt obligations (sometimes referred to as "high yield" or "junk" bonds)."

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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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