Investment Test Drive

TCBPX TIAA-CREF Bond Plus Retail

2 lower fee alternatives found

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Fund TCBPX TIAA-CREF Bond Plus Retail DODIX Dodge & Cox Income MCYBX BMO TCH Core Plus Bond Y  
Similarity
?
100% 88% 88%
Annual Fees
?
$64.31
(0.63% Exp. Ratio)
$43.90
(0.43% Exp. Ratio)
$61.25
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$15,360.83 $16,315.90 $15,500.56
Est. savings over 30 yrs +$955.08 +$139.73
Return
As of 12/31/16
1 YR RETURN 4.33%
3 YR 3.34%
5 YR 3.37%
10 YR 4.37%
1 YR RETURN 5.61%
3 YR 3.46%
5 YR 3.77%
10 YR 5.05%
1 YR RETURN 7.11%
3 YR 3.53%
5 YR 3.86%
10 YR --
Description
The investment seeks a favorable long-term total return, primarily through high current income. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Its portfolio is divided into two segments. The first segment, which makes up at least 70% of the fund's assets, is invested primarily in a broad range of investment-grade bonds and fixed-income securities. The second segment, which will not exceed 30% of the fund's assets, is invested in fixed-income securities and bonds with special features in an effort to improve the fund's total return.
The investment seeks a high and stable rate of current income, consistent with long-term preservation of capital. The fund invests in a diversified portfolio of high-quality bonds and other debt securities. Under normal circumstances, the fund will invest at least 80% of its total assets in (1) investment-grade debt securities and (2) cash equivalents. "Investment grade" means securities rated Baa3 or higher by Moody's Investors Service, or BBB- or higher by Standard & Poor's Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge & Cox.
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.

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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