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TLRBX Federated Total Return Bond B

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Fund TLRBX Federated Total Return Bond B VBTLX Vanguard Total Bond Market Index Adm VBILX Vanguard Interm-Term Bond Index Adm  
Similarity
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100% 89% 88%
Annual Fees
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$151.07
(1.48% Exp. Ratio)
$6.12
(0.06% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$11,830.27 $18,173.68 $18,010.73
Est. savings over 30 yrs +$6,343.41 +$6,180.46
Return
As of 10/31/16
1 YR RETURN 4.41%
3 YR 2.68%
5 YR 2.44%
10 YR 3.95%
1 YR RETURN 4.45%
3 YR 3.43%
5 YR 2.80%
10 YR 4.61%
1 YR RETURN 5.35%
3 YR 4.26%
5 YR 3.78%
10 YR 5.78%
Description
The investment seeks to provide total return. The fund pursues its investment objective by investing primarily in U.S. dollar denominated, investment-grade, fixed- income securities. In addition, it may invest in high-yield, non-U.S. dollar denominated, and emerging market fixed- income securities. The amount of any unhedged non-U.S. dollar denominated fixed-income securities and foreign currencies in the fund's portfolio will normally not exceed 10% of the fund's total assets. The maximum amount that the fund may invest in non-U.S. dollar denominated fixed-income securities and foreign currencies is 20% of the fund's total assets.
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 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.

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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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