Investment Test Drive

PTUCX PIMCO Total Return IV C

7 lower fee alternatives found

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Fund PTUCX PIMCO Total Return IV C GCFUX Goldman Sachs Core Fixed Income R6 FMSFX Fidelity® Mortgage Securities  
Similarity
?
100% 89% 90%
Annual Fees
?
$163.33
(1.60% Exp. Ratio)
$43.90
(0.43% Exp. Ratio)
$45.94
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$11,439.10 $16,307.75 $16,209.77
Est. savings over 30 yrs +$4,868.65 +$4,770.67
Return
As of 11/30/16
1 YR RETURN 1.29%
3 YR 0.80%
5 YR 2.02%
10 YR --
1 YR RETURN 1.96%
3 YR 2.75%
5 YR 2.86%
10 YR 3.83%
1 YR RETURN 1.67%
3 YR 2.92%
5 YR 2.52%
10 YR 3.54%
Description
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets in a diversified portfolio of Fixed Income Instruments of varying maturities. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 10% of its total assets in securities and instruments that are economically tied to emerging market countries.
The investment seeks a total return consisting of capital appreciation and income that exceeds the total return of the Barclays U.S. Aggregate Bond Index (the "index"). The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in fixed income securities, including securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises, corporate debt securities, privately issued adjustable rate and fixed rate mortgage loans or other mortgage-related securities and asset-backed securities.
The investment seeks a high level of current income, consistent with prudent investment risk. The fund normally invests at least 80% of assets in investment-grade mortgage-related securities (those of medium and high quality) and repurchase agreements for those securities. It invests in U.S. government securities and instruments related to U.S. government securities. The fund invests in U.S. government securities issued by entities that are chartered or sponsored by Congress but whose securities are neither issued nor guaranteed by the U.S. Treasury.

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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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