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SCBLX RidgeWorth Seix Total Return Bond R

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Fund SCBLX RidgeWorth Seix Total Return Bond R SCHZ Schwab US Aggregate Bond ETF™ AGG iShares Core US Aggregate Bond  
Similarity
?
100% 95% 88%
Annual Fees
?
$108.21
(1.06% Exp. Ratio)
$4.08
(0.04% Exp. Ratio)
$5.10
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$13,480.19 $18,336.92 $18,281.97
Est. savings over 30 yrs +$4,856.73 +$4,801.77
Return
As of 11/30/16
1 YR RETURN 1.55%
3 YR 2.26%
5 YR 1.83%
10 YR 4.08%
1 YR RETURN 2.00%
3 YR 2.72%
5 YR 2.31%
10 YR --
1 YR RETURN 2.08%
3 YR 2.76%
5 YR 2.34%
10 YR 4.13%
Description
The investment seeks to maximize long term total return through a combination of current income and capital appreciation, consistent with capital preservation. The fund invests in various types of income-producing debt securities including mortgage- and asset-backed securities, government and agency obligations, corporate obligations and floating rate loans. It normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in fixed income securities. The fund may invest up to 20% of its net assets in below investment grade, high yield debt obligations.
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 track the investment results of the Bloomberg Barclays U.S. Aggregate Bond Index. The index measures the performance of the total U.S. investment-grade bond market. The index includes investment-grade U.S. Treasury bonds, government-related bonds, corporate bonds, mortgage-backed pass-through securities, commercial mortgage-backed securities and asset-backed securities that are publicly offered for sale in the United States. The fund generally invests approximately 90% of its assets in the bonds represented in the index and in securities that provide substantially similar exposure to securities in the index.

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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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