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MBOYX Madison Core Bond Y

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Fund MBOYX Madison Core Bond Y FSITX Fidelity® US Bond Index Premium VBTLX Vanguard Total Bond Market Index Adm  
100% 89% 89%
Annual Fees
(0.65% Exp. Ratio)
(0.05% Exp. Ratio)
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$14,964.84 $17,927.51 $17,873.78
Est. savings over 30 yrs +$2,962.67 +$2,908.94
As of 9/30/16
1 YR RETURN 5.22%
3 YR 3.52%
5 YR 2.24%
10 YR 3.72%
1 YR RETURN 5.22%
3 YR 3.97%
5 YR 3.01%
10 YR 4.46%
1 YR RETURN 5.31%
3 YR 3.98%
5 YR 3.00%
10 YR 4.77%
The investment seeks to generate a high level of current income, consistent with the prudent limitation of investment risk. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds. To keep current income relatively stable and to limit share price volatility, the fund emphasizes investment grade securities and maintains an intermediate (typically 3-7 year) average portfolio duration, with the goal of being between 85-115% of the market benchmark duration (for this purpose, the benchmark used is Barclays U.S. Aggregate Bond Index, the duration of which as of December 31, 2015 was 5.68 years).
The investment seeks to provide investment results that correspond to the aggregate price and interest performance of the debt securities in the Barclays® U.S. Aggregate Bond Index. The fund normally invests at least 80% of the fund's assets in bonds included in the Barclays® U.S. Aggregate Bond Index. Its manager uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Barclays U.S. Aggregate Bond Index using a smaller number of securities. The fund invests in Fidelity's central funds.
The investment seeks the performance of a broad, market-weighted bond index. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. Aggregate Float Adjusted Index. This index represents a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds held in the index.

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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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