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VTBNX Vanguard Total Bond Market II Idx I

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Fund VTBNX Vanguard Total Bond Market II Idx I
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Similarity
?
100%
Annual Fees
?
$2.04
(0.02% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$18,393.17
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 4.31%
3 YR 3.44%
5 YR 2.77%
10 YR --
Description
The investment seeks to track 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. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. The fund invests at least 80% of its assets in bonds held in the index. It maintains a dollar-weighted average maturity consistent with that of the index, which generally ranges between 5 and 10 years.

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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".

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