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NWJJX Nationwide HighMark Bond InSvc

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Fund NWJJX Nationwide HighMark Bond InSvc DODIX Dodge & Cox Income IIBWX Voya Intermediate Bond W  
Similarity
?
100% 95% 88%
Annual Fees
?
$75.54
(0.74% Exp. Ratio)
$43.90
(0.43% Exp. Ratio)
$41.85
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$14,851.39 $16,307.75 $16,406.31
Est. savings over 30 yrs +$1,456.37 +$1,554.92
Return
As of 11/30/16
1 YR RETURN 2.73%
3 YR 2.64%
5 YR 3.02%
10 YR 4.59%
1 YR RETURN 4.15%
3 YR 3.25%
5 YR 3.95%
10 YR 4.97%
1 YR RETURN 3.19%
3 YR 3.50%
5 YR 4.20%
10 YR 4.64%
Description
The investment seeks total return through investments in fixed-income securities. The fund invests primarily in bonds (or fixed-income securities) which include: U.S. government securities; Corporate bonds issued by U.S. or foreign companies that are rated in the four highest rating categories of nationally recognized rating agencies such as Moody's or S&P; Investment-grade fixed-income securities backed by the interest and principal payments of various types of mortgages, known as mortgage-backed securities and investment-grade fixed-income securities backed by the interest and principal payments on loans for other types of assets.
The investment seeks a high and stable rate of current income, consistent with long-term preservation of capital. The fund invests in a diversified portfolio of high-quality bonds and other debt securities. Under normal circumstances, the fund will invest at least 80% of its total assets in (1) investment-grade debt securities and (2) cash equivalents. "Investment grade" means securities rated Baa3 or higher by Moody's Investors Service, or BBB- or higher by Standard & Poor's Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge & Cox.
The investment seeks to maximize total return through income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by Standard & Poor's Ratings Services or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.

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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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