Investment Test Drive

QBDAX Quantified Managed Income Advisor

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund QBDAX Quantified Managed Income Advisor FTBFX Fidelity® Total Bond TCBPX TIAA-CREF Bond Plus Retail  
100% 85% 85%
Annual Fees
(2.39% Exp. Ratio)
(0.45% Exp. Ratio)
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$8,806.98 $15,894.09 $15,054.15
Est. savings over 30 yrs +$7,087.11 +$6,247.17
As of 9/30/16
1 YR RETURN 5.62%
3 YR 1.01%
5 YR --
10 YR --
1 YR RETURN 7.32%
3 YR 4.52%
5 YR 4.07%
10 YR 5.27%
1 YR RETURN 6.25%
3 YR 4.45%
5 YR 4.36%
10 YR 4.76%
The investment seeks high total return from fixed income investments on an annual basis consistent with a moderate tolerance for risk. The fund invests primarily in income-producing securities. It does so indirectly through exchange-traded funds ("ETFs"), other closed-end and open-end investment companies that primarily invest in income-producing securities. The fund may also invest directly in these types of securities. It may invest in fixed-income securities without any restriction on maturity. The fund is non-diversified.
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).
The investment seeks a favorable long-term total return, primarily through high current income. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Its portfolio is divided into two segments. The first segment, which makes up at least 70% of the fund's assets, is invested primarily in a broad range of investment-grade bonds and fixed-income securities. The second segment, which will not exceed 30% of the fund's assets, is invested in fixed-income securities and bonds with special features in an effort to improve the fund's total return.

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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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