Investment Test Drive

MCBRX Madison Core Bond R6

6 lower fee alternatives found

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Fund MCBRX Madison Core Bond R6 VBILX Vanguard Interm-Term Bond Index Adm BIV Vanguard Intermediate-Term Bond ETF  
Similarity
?
100% 87% 87%
Annual Fees
?
$53.08
(0.52% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$15,824.71 $18,010.73 $18,010.73
Est. savings over 30 yrs +$2,186.02 +$2,186.02
Return
As of 10/31/16
1 YR RETURN 4.59%
3 YR 3.20%
5 YR 2.18%
10 YR 3.46%
1 YR RETURN 5.35%
3 YR 4.26%
5 YR 3.78%
10 YR 5.78%
1 YR RETURN 5.36%
3 YR 4.24%
5 YR 3.77%
10 YR --
Description
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 the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its 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.

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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