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SCSTX Sterling Capital Securitized Opps C

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Fund SCSTX Sterling Capital Securitized Opps C CMBS iShares CMBS FMSFX Fidelity® Mortgage Securities  
Similarity
?
100% 89% 92%
Annual Fees
?
$160.36
(1.57% Exp. Ratio)
$25.54
(0.25% Exp. Ratio)
$45.96
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$11,744.66 $17,514.71 $16,491.26
Est. savings over 30 yrs +$5,770.05 +$4,746.60
Return
As of 11/30/16
1 YR RETURN 1.53%
3 YR 2.11%
5 YR 1.71%
10 YR --
1 YR RETURN 2.50%
3 YR 2.42%
5 YR --
10 YR --
1 YR RETURN 1.67%
3 YR 2.92%
5 YR 2.52%
10 YR 3.54%
Description
The investment seeks to maximize total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of securitized obligations of any kind (including asset-backed securities, commercial mortgage-backed securities and collateralized mortgage obligations). It will invest primarily in securities that are investment grade. The fund may invest up to 15% of its total assets in bonds that are below investment grade, which are commonly referred to as "high yield" or "junk" bonds.
The investment seeks to track the investment results of the Bloomberg Barclays U.S. CMBS (ERISA Only) Index. The index measures the performance of investment-grade commercial mortgage-backed securities ("CMBS"), which are classes of securities (known as "certificates") that represent interests in "pools" of commercial mortgages. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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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