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TGFNX TCW Core Fixed Income N

7 lower fee alternatives found

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Fund TGFNX TCW Core Fixed Income N MCYBX BMO TCH Core Plus Bond Y ACCNX American Century Core Plus Inv  
100% 92% 95%
Annual Fees
(0.79% Exp. Ratio)
(0.58% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$14,344.96 $15,284.41 $14,964.84
Est. savings over 30 yrs +$939.45 +$619.88
As of 9/30/16
1 YR RETURN 4.32%
3 YR 3.30%
5 YR 3.12%
10 YR 5.75%
1 YR RETURN 7.82%
3 YR 4.37%
5 YR 4.79%
10 YR --
1 YR RETURN 5.96%
3 YR 4.08%
5 YR 3.38%
10 YR --
The investment seeks to maximize current income and achieve above average total return consistent with prudent investment management over a full market cycle. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in debt securities. It may invest up to 5% of its net assets in high yield/below investment grade bonds, commonly known as "junk" bonds. The fund may also invest a portion of its assets in bank loans of companies in the high yield universe. It may invest in derivative instruments such as options, futures and swap agreements.
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."
The investment seeks to maximize total return; as a secondary objective, the fund seeks a high level of income. The fund invests at least 65% of its assets in investment-grade, non-money market debt securities. It may not invest more than 35% of its assets in high-yield securities and emerging market securities combined. No more than 10% of the fund's assets may be invested in non-dollar denominated debt securities. The weighted average maturity of the fund's portfolio must be 3½ years or longer.

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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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