Investment Test Drive

SITRX Sentinel Total Return Bond I

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund SITRX Sentinel Total Return Bond I IIBWX Voya Intermediate Bond W MCYBX BMO TCH Core Plus Bond Y  
100% 94% 92%
Annual Fees
(0.77% Exp. Ratio)
(0.41% Exp. Ratio)
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$14,433.25 $16,089.64 $15,285.76
Est. savings over 30 yrs +$1,656.39 +$852.51
As of 9/30/16
1 YR RETURN 4.40%
3 YR 2.81%
5 YR 4.59%
10 YR --
1 YR RETURN 6.37%
3 YR 4.88%
5 YR 4.80%
10 YR 5.11%
1 YR RETURN 7.82%
3 YR 4.37%
5 YR 4.79%
10 YR --
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 total return consistent with current income. The fund invests at least 80% of its assets in bonds. The investments include corporate, asset-backed, mortgage-backed and U.S. government securities. Although the fund will invest primarily in securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds."

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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.


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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