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PGBOX JPMorgan Core Bond A

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Fund PGBOX JPMorgan Core Bond A SCHZ Schwab US Aggregate Bond ETF™ BNDS SPDR® Blmbg Barclays Aggregate Bond ETF  
Similarity
?
100% 95% 91%
Annual Fees
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$76.55
(0.75% Exp. Ratio)
$4.08
(0.04% Exp. Ratio)
$8.17
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$14,763.12 $18,283.11 $18,064.89
Est. savings over 30 yrs +$3,519.99 +$3,301.77
Return
As of 10/31/16
1 YR RETURN 3.88%
3 YR 3.08%
5 YR 2.75%
10 YR 4.73%
1 YR RETURN 4.23%
3 YR 3.42%
5 YR 2.77%
10 YR --
1 YR RETURN 4.33%
3 YR 3.42%
5 YR 2.79%
10 YR --
Description
The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. The fund's average weighted maturity will ordinarily range between four and 12 years.
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 provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Aggregate Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of the U.S. dollar denominated investment grade bond market. The fund is non-diversified.

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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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