Investment Test Drive

PMFIX PMC Core Fixed Income

4 lower fee alternatives found

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Fund PMFIX PMC Core Fixed Income PBDIX T. Rowe Price U.S. Bond Enhanced Index FTBFX Fidelity® Total Bond  
100% 86% 85%
Annual Fees
(1.04% Exp. Ratio)
(0.30% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$13,299.62 $16,630.43 $15,895.96
Est. savings over 30 yrs +$3,330.81 +$2,596.33
As of 9/30/16
1 YR RETURN 4.87%
3 YR 3.34%
5 YR 3.11%
10 YR --
1 YR RETURN 5.45%
3 YR 4.08%
5 YR 3.12%
10 YR 4.81%
1 YR RETURN 7.32%
3 YR 4.52%
5 YR 4.07%
10 YR 5.27%
The investment seeks to provide current income consistent with low volatility of principal. The fund will invest at least 80% of its net assets in fixed income securities that are rated investment grade or better. It may invest up to 20% of its net assets in high-yield debt securities that are rated BB+ or lower by S&P or Ba1 or lower by Moody's. The fund may invest in fixed income securities with a range of maturities. It may invest up to 20% of its net assets in fixed income securities issued by foreign corporations and foreign governments.
The investment seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market. The fund's overall investment strategy is to match or incrementally exceed the performance of the U.S. investment-grade bond market. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that are held in its benchmark index. The fund's holdings will normally include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, and U.S. dollar-denominated securities of foreign issuers.
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Barclays® U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities 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.


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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