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UTBAX UBS Total Return Bond A

3 lower fee alternatives found

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Fund UTBAX UBS Total Return Bond A ACCNX American Century Core Plus Inv MWTRX Metropolitan West Total Return Bd M  
100% 88% 90%
Annual Fees
(0.75% Exp. Ratio)
(0.65% Exp. Ratio)
(0.67% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$14,518.21 $14,963.52 $14,873.42
Est. savings over 30 yrs +$445.31 +$355.20
As of 9/30/16
1 YR RETURN 4.36%
3 YR 2.79%
5 YR 3.34%
10 YR 5.67%
1 YR RETURN 5.96%
3 YR 4.08%
5 YR 3.38%
10 YR --
1 YR RETURN 4.48%
3 YR 3.76%
5 YR 4.59%
10 YR 6.25%
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in bonds and/or instruments that provide exposure to bond markets. It will invest at least 75% of its net assets in securities that, at the time of purchase, are rated investment grade by an independent rating agency (or, if unrated, are deemed to be of comparable quality by the Advisor), but may invest up to 25% in securities rated below investment grade (also known as lower-rated 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.
The investment seeks to maximize long-term total return. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities that are determined by the Adviser to be of similar quality. Up to 20% of the fund's net assets may be invested in securities rated below investment grade. The fund also invests at least 80% of its net assets plus borrowings for investment purposes in fixed income securities it regards as 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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