Investment Test Drive

SEAKX Steward Select Bond Indv

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund SEAKX Steward Select Bond Indv AVEFX Ave Maria Bond PRFIX Parnassus Fixed-Income  
100% 89% 89%
Annual Fees
(0.95% Exp. Ratio)
(0.51% Exp. Ratio)
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$13,942.04 $15,924.84 $15,128.41
Est. savings over 30 yrs +$1,982.79 +$1,186.37
As of 12/31/16
1 YR RETURN 1.60%
3 YR 1.88%
5 YR 1.35%
10 YR 2.84%
1 YR RETURN 4.54%
3 YR 2.47%
5 YR 3.62%
10 YR 4.31%
1 YR RETURN 2.43%
3 YR 2.54%
5 YR 1.37%
10 YR 3.66%
The investment seeks to provide high current income with capital appreciation. The fund invests primarily in fixed income securities, including, but not limited to, corporate bonds, mortgage-backed securities and government and agency bonds and notes. These obligations may include U.S. dollar-denominated instruments issued in the U.S. by foreign banks and branches and foreign corporations. Other security types may include fixed-rate preferred stock and municipal bonds. Normally, the fund will invest at least 80% of its assets in these types of instruments.
The investment seeks preservation of principal with a reasonable level of current income. The fund invests primarily (80% or more of its net assets, including the amount of any borrowings for investment purposes) in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities and money market instruments. It may invest up to 20% of its net assets in equity securities (which include preferred stocks, common stocks paying dividends and securities convertible into common stock) of domestic issuers or U.S. dollar-denominated foreign issuers of any market capitalization.
The investment seeks a high level of current income consistent with safety and preservation of capital. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in a diversified portfolio of bonds and other fixed income instruments. Fixed income instruments may include, but are not limited to, U.S. Treasuries and Agency debt, debt of government-related entities, corporate bonds, commercial and residential mortgage-backed securities, convertible bonds and asset-backed securities. The fund invests mainly in domestic securities, and to a lesser extent may also invest in U.S. dollar denominated foreign securities.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!