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TBIIX TIAA-CREF Bond Index Institutional

7 lower fee alternatives found

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Fund TBIIX TIAA-CREF Bond Index Institutional BND Vanguard Total Bond Market ETF FSITX Fidelity® US Bond Index Premium  
Similarity
?
100% 98% 96%
Annual Fees
?
$12.26
(0.12% Exp. Ratio)
$6.13
(0.06% Exp. Ratio)
$5.11
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$18,212.60 $18,543.69 $18,599.44
Est. savings over 30 yrs +$331.10 +$386.84
Return
As of 11/30/16
1 YR RETURN 1.88%
3 YR 2.66%
5 YR 2.26%
10 YR --
1 YR RETURN 1.96%
3 YR 2.66%
5 YR 2.32%
10 YR 4.21%
1 YR RETURN 1.90%
3 YR 2.70%
5 YR 2.34%
10 YR 3.92%
Description
The investment seeks a favorable long-term total return, mainly from current income. The fund invests at least 80% of its assets in bonds within its benchmark and portfolio tracking index, the Barclays U.S. Aggregate Bond Index. It uses a sampling technique to create a portfolio that closely matches the overall investment characteristics of the index without investing in all of the securities in its index. The securities purchased by the fund will mainly be high-quality instruments rated in the top four credit categories by Moody's or S&P or deemed to be of the same quality by the advisors using its own credit quality analysis.
The investment seeks the performance of a broad, market-weighted bond index. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index. This index represents a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
The investment seeks to provide investment results that correspond to the aggregate price and interest performance of the debt securities in the Barclays® U.S. Aggregate Bond Index. The fund normally invests at least 80% of the fund's assets in bonds included in the Barclays® U.S. Aggregate Bond Index. Its manager uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Barclays® U.S. Aggregate Bond Index using a smaller number of securities. The fund invests in Fidelity's central funds.

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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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