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SITRX Sentinel Total Return Bond I

2 lower fee alternatives found

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Fund SITRX Sentinel Total Return Bond I IIBWX Voya Intermediate Bond W DLFNX DoubleLine Core Fixed Income N  
Similarity
?
100% 85% 85%
Annual Fees
?
$78.60
(0.77% Exp. Ratio)
$41.85
(0.41% Exp. Ratio)
$74.51
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$14,674.13 $16,358.16 $14,852.62
Est. savings over 30 yrs +$1,684.04 +$178.50
Return
As of 10/31/16
1 YR RETURN 2.77%
3 YR 2.20%
5 YR 3.94%
10 YR --
1 YR RETURN 5.33%
3 YR 4.21%
5 YR 4.54%
10 YR 4.98%
1 YR RETURN 4.59%
3 YR 3.96%
5 YR 4.03%
10 YR --
Description
The investment seeks maximum investment return through a combination of current income and capital appreciation. The fund invests in fixed-income securities and in related derivatives, such as interest rate, credit, equity and foreign currency derivatives (futures, options, and swaps, options on swaps, and caps and floors). It invests primarily in investment-grade bonds. The fund may invest in securities of any duration. It may invest up to 50% of its assets in below investment-grade bonds.
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.
The investment seeks to maximize current income and total return. The Advisor intends to invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in fixed income instruments. The fund may invest up to 33% of its net assets in junk bonds, bank loans and assignments rated below investment grade or unrated but determined by the Adviser to be of comparable quality, and credit default swaps of companies in the high yield universe. It may invest up to 5% of its net assets in defaulted corporate securities.

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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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