Investment Test Drive

TFIAX Timothy Plan Fixed Income A

3 lower fee alternatives found

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Fund TFIAX Timothy Plan Fixed Income A TSBRX TIAA-CREF Social Choice Bond Retail PRFIX Parnassus Fixed-Income  
Similarity
?
100% 88% 88%
Annual Fees
?
$131.69
(1.29% Exp. Ratio)
$69.42
(0.68% Exp. Ratio)
$69.42
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$12,575.54 $15,128.41 $15,128.41
Est. savings over 30 yrs +$2,552.87 +$2,552.87
Return
As of 12/31/16
1 YR RETURN 2.03%
3 YR 1.71%
5 YR 0.86%
10 YR 3.02%
1 YR RETURN 2.80%
3 YR 4.01%
5 YR --
10 YR --
1 YR RETURN 2.43%
3 YR 2.54%
5 YR 1.37%
10 YR 3.66%
Description
The investment seeks to generate a high level of current income consistent with prudent investment risk. The fund normally invests at least 80% of its assets in a diversified portfolio of corporate bonds, U.S. government and agency securities, convertible securities and preferred securities. The Investment Manager will only purchase securities for the fund that are investment grade, with a rating of at least "BBB" as rated by Standard & Poor's or a comparable rating by another nationally recognized rating agency. The fund will not invest in Excluded Securities.
The investment seeks a favorable long-term total return through income and capital appreciation while giving special consideration to certain environmental, social and governance ("ESG") criteria. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. It primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U.S. government securities, corporate bonds, taxable municipal securities and mortgage-backed or other asset backed-securities.
The investment seeks a high level of current income consistent with safety and preservation of capital. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in a diversified portfolio of bonds and other fixed income instruments. Fixed income instruments may include, but are not limited to, U.S. Treasuries and Agency debt, debt of government-related entities, corporate bonds, commercial and residential mortgage-backed securities, convertible bonds and asset-backed securities. The fund invests mainly in domestic securities, and to a lesser extent may also invest in U.S. dollar denominated foreign 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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