Investment Test Drive

PBIQX Principal Bond Market Index R5

15 lower fee alternatives found

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Fund PBIQX Principal Bond Market Index R5 VBTLX Vanguard Total Bond Market Index Adm BND Vanguard Total Bond Market ETF  
Similarity
?
100% 97% 97%
Annual Fees
?
$52.06
(0.51% Exp. Ratio)
$6.13
(0.06% Exp. Ratio)
$6.13
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$15,941.69 $18,252.90 $18,252.90
Est. savings over 30 yrs +$2,311.21 +$2,311.21
Return
As of 12/31/16
1 YR RETURN 1.95%
3 YR 2.36%
5 YR 1.57%
10 YR --
1 YR RETURN 2.60%
3 YR 2.94%
5 YR 2.14%
10 YR 4.29%
1 YR RETURN 2.57%
3 YR 2.94%
5 YR 2.12%
10 YR 4.28%
Description
The investment seeks to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in investments designed to track the Bloomberg Barclays U.S. Aggregate Bond Index (the "index") at the time of purchase. The index is composed of investment grade, fixed rate debt issues with maturities of one year or more, including government securities, corporate securities, and asset-backed and mortgage-backed securities (securitized products).
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 Bloomberg 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 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 broad, market-weighted bond index. The fund employs an indexing investment approach designed to track the performance of the Bloomberg 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 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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