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SIIDX Bernstein Intermediate Duration Instl

1 lower fee alternative found

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Fund SIIDX Bernstein Intermediate Duration Instl IIBWX Voya Intermediate Bond W  
Similarity
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100% 90%
Annual Fees
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$45.94
(0.45% Exp. Ratio)
$41.85
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$16,209.77 $16,406.31
Est. savings over 30 yrs +$196.54
Return
As of 11/30/16
1 YR RETURN 2.93%
3 YR 3.28%
5 YR 2.93%
10 YR 4.61%
1 YR RETURN 3.19%
3 YR 3.50%
5 YR 4.20%
10 YR 4.64%
Description
The investment seeks to provide safety of principal and a moderate to high rate of current income. The fund seeks to maintain an average portfolio quality minimum of A, based on ratings given to the Portfolio's securities by national rating agencies. It may invest up to 25% of its total assets in fixed-income, non-U.S. Dollar denominated foreign securities, and may invest without limit in fixed-income, U.S. Dollar denominated foreign securities, in each case in developed or emerging-market countries. The fund seeks to maintain an effective duration of three to six years under normal market conditions.
The investment seeks to maximize total return through income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by Standard & Poor's Ratings Services or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.

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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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