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TCPYX Touchstone Total Return Bond Y

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Fund TCPYX Touchstone Total Return Bond Y BIV Vanguard Intermediate-Term Bond ETF FTBFX Fidelity® Total Bond  
100% 89% 91%
Annual Fees
(0.61% Exp. Ratio)
(0.09% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$15,451.58 $18,070.11 $16,215.49
Est. savings over 30 yrs +$2,618.54 +$763.91
As of 12/31/16
1 YR RETURN 2.85%
3 YR 3.07%
5 YR 2.52%
10 YR 4.84%
1 YR RETURN 2.86%
3 YR 3.67%
5 YR 2.86%
10 YR 5.35%
1 YR RETURN 5.86%
3 YR 3.62%
5 YR 3.26%
10 YR 4.89%
The investment seeks current income; capital appreciation is a secondary goal. The fund invests, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in fixed income securities. Fixed income securities primarily consist of U.S. government obligations, corporate debt obligations (including non-investment-grade corporate debt obligations), mortgage-backed securities, and asset-backed securities.
The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. 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 a high level of current income. The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Barclays® U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt 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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