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RFCEX Russell Strategic Bond E

4 lower fee alternatives found

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Fund RFCEX Russell Strategic Bond E FTBFX Fidelity® Total Bond PFCPX T. Rowe Price Instl Core Plus F  
100% 87% 90%
Annual Fees
(0.98% Exp. Ratio)
(0.45% Exp. Ratio)
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$13,542.08 $15,894.09 $15,515.34
Est. savings over 30 yrs +$2,352.01 +$1,973.26
As of 9/30/16
1 YR RETURN 5.68%
3 YR 4.01%
5 YR 3.78%
10 YR 4.84%
1 YR RETURN 7.32%
3 YR 4.52%
5 YR 4.07%
10 YR 5.27%
1 YR RETURN 6.28%
3 YR 4.35%
5 YR 3.95%
10 YR 5.48%
The investment seeks to provide current income; capital appreciation is a secondary consideration. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in bonds. Russell Investment Management, LLC provides or oversees the provision of all investment advisory and portfolio management services for the fund, including developing the investment program for the fund and managing the fund's overall exposures.
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 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.


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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