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NECRX Loomis Sayles Core Plus Bond C

3 lower fee alternatives found

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Fund NECRX Loomis Sayles Core Plus Bond C MCYBX BMO TCH Core Plus Bond Y USIBX USAA Intermediate-Term Bond  
Similarity
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100% 88% 85%
Annual Fees
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$152.09
(1.49% Exp. Ratio)
$59.20
(0.58% Exp. Ratio)
$69.41
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$11,794.30 $15,540.87 $15,078.70
Est. savings over 30 yrs +$3,746.57 +$3,284.40
Return
As of 10/31/16
1 YR RETURN 5.89%
3 YR 2.61%
5 YR 3.60%
10 YR 5.45%
1 YR RETURN 6.47%
3 YR 3.83%
5 YR 4.32%
10 YR --
1 YR RETURN 6.62%
3 YR 3.88%
5 YR 4.95%
10 YR 5.83%
Description
The investment seeks high total investment return through a combination of current income and capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in bonds, which include debt securities of any maturity. In addition, it will invest at least 65% of its net assets in investment grade securities. The fund will generally seek to maintain an effective duration of +/- 2 years relative to the Barclays U.S. Aggregate Bond Index.
The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of its assets in bonds. The investments include corporate, asset-backed, mortgage-backed and U.S. government securities. Although the fund will invest primarily in securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds."
The investment seeks high current income without undue risk to principal. The fund normally invests at least 80% of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. The fund will invest primarily in investment-grade securities, but also may invest up to 10% of its net assets in below-investment-grade securities which are 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.

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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