Investment Test Drive

TPCRX Prudential Core Bond R

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Fund TPCRX Prudential Core Bond R GBF iShares Government/Credit Bond PBDIX T. Rowe Price U.S. Bond Enhanced Index  
Similarity
?
100% 86% 91%
Annual Fees
?
$96.97
(0.95% Exp. Ratio)
$20.41
(0.20% Exp. Ratio)
$30.62
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$13,896.23 $17,425.24 $16,908.98
Est. savings over 30 yrs +$3,529.01 +$3,012.75
Return
As of 10/31/16
1 YR RETURN 4.33%
3 YR 1.50%
5 YR 1.89%
10 YR 4.39%
1 YR RETURN 4.58%
3 YR 3.41%
5 YR 2.79%
10 YR --
1 YR RETURN 4.47%
3 YR 3.54%
5 YR 2.90%
10 YR 4.66%
Description
The investment seeks total return. The fund invests, under normal circumstances, at least 80% of the fund's investable assets in bonds. It invests in securities that are rated investment-grade at the time of purchase. For purposes of this policy, bonds include all fixed-income securities, including but not limited to debt obligations issued by the U.S. government and its agencies, corporate debt securities, mortgage-related securities, and asset-backed securities.
The investment seeks to track the investment results of the Bloomberg Barclays U.S. Government/Credit Bond Index (the "underlying index"). The underlying index measures the performance of U.S. dollar-denominated U.S. Treasury bonds, government-related bonds and investment-grade U.S. corporate bonds that have a remaining maturity of greater than or equal to one year. The fund generally invests at least 90% of its assets in securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index.
The investment seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market. The fund's overall investment strategy is to match or incrementally exceed the performance of the U.S. investment-grade bond market. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that are held in its benchmark index. The fund's holdings will normally include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, and U.S. dollar-denominated securities of foreign issuers.

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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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