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PDBCX Prudential Total Return Bond C

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Fund PDBCX Prudential Total Return Bond C DODIX Dodge & Cox Income PFCPX T. Rowe Price Instl Core Plus F  
Similarity
?
100% 89% 88%
Annual Fees
?
$154.13
(1.51% Exp. Ratio)
$43.89
(0.43% Exp. Ratio)
$54.10
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$11,722.67 $16,259.90 $15,777.06
Est. savings over 30 yrs +$4,537.22 +$4,054.39
Return
As of 10/31/16
1 YR RETURN 4.87%
3 YR 3.34%
5 YR 3.47%
10 YR 5.28%
1 YR RETURN 5.83%
3 YR 3.86%
5 YR 4.03%
10 YR 5.28%
1 YR RETURN 5.15%
3 YR 3.70%
5 YR 3.58%
10 YR 5.33%
Description
The investment seeks total return. The fund will seek to achieve its objective through a mix of current income and capital appreciation as determined by the fund's investment subadviser. It invests, under normal circumstances, at least 80% of the fund's investable assets in bonds. For purposes of this policy, bonds include all fixed-income securities, other than preferred stock, with a maturity at date of issue of greater than one year. The fund may invest up to 30% of its investable assets in high risk, below investment-grade securities having a rating of not lower than CCC. It may invest up to 30% of its investable assets in foreign debt securities.
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. The advisor intends to invest at least 65% of its net assets in a "core" portfolio of investment grade, U.S. dollar-denominated fixed income securities that may include, but are not limited to, debt securities issued by the U.S. government and its agencies, corporate bonds, and mortgage-backed, and asset-backed securities. Normally, the fund will also maintain a "plus" portion of its portfolio in other sectors of the bond market, including high yield, non-U.S. dollar-denominated, and emerging market securities, to seek additional returns.

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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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