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NCRIX Neuberger Berman Core Bond Inv

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Fund NCRIX Neuberger Berman Core Bond Inv SCHZ Schwab US Aggregate Bond ETF™ AGG iShares Core US Aggregate Bond  
Similarity
?
100% 94% 88%
Annual Fees
?
$87.78
(0.86% Exp. Ratio)
$4.08
(0.04% Exp. Ratio)
$5.10
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$14,280.06 $18,283.11 $18,228.31
Est. savings over 30 yrs +$4,003.05 +$3,948.26
Return
As of 10/31/16
1 YR RETURN 4.16%
3 YR 3.05%
5 YR 2.74%
10 YR 4.46%
1 YR RETURN 4.23%
3 YR 3.42%
5 YR 2.77%
10 YR --
1 YR RETURN 4.29%
3 YR 3.46%
5 YR 2.82%
10 YR 4.50%
Description
The investment seeks to maximize total return consistent with capital preservation. The fund normally invests primarily in a diversified mix of fixed rate and floating rate debt securities. The fund's investments may include securities issued by domestic and foreign governments, corporate entities, and trust structures. All of the debt securities in which the fund invests normally are investment grade. The fund normally will not invest more than 15% of its total assets in non-U.S. dollar denominated securities and, through hedging strategies, and the adviser will attempt to limit its exposure to currencies other than the U.S. dollar to 5% of its total assets.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.
The investment seeks to track the investment results of the Bloomberg Barclays U.S. Aggregate Bond Index. The index measures the performance of the total U.S. investment-grade bond market. The index includes investment-grade U.S. Treasury bonds, government-related bonds, corporate bonds, mortgage-backed pass-through securities, commercial mortgage-backed securities and asset-backed securities that are publicly offered for sale in the United States. The fund generally invests approximately 90% of its assets in the bonds represented in the index and in securities that provide substantially similar exposure to securities 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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