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BTTRX American Century Zero Coupon 2025 Inv

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Fund BTTRX American Century Zero Coupon 2025 Inv FLBAX Fidelity® Long-Term Treasury Bd Idx Prem VLGSX Vanguard Long-Term Govt Bd Idx Admiral  
100% 97% 98%
Annual Fees
(0.55% Exp. Ratio)
(0.09% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$15,784.35 $18,128.08 $18,073.73
Est. savings over 30 yrs +$2,343.73 +$2,289.38
As of 9/30/16
1 YR RETURN 6.71%
3 YR 7.24%
5 YR 3.97%
10 YR 7.64%
1 YR RETURN 13.19%
3 YR 11.12%
5 YR 5.36%
10 YR 7.96%
1 YR RETURN 13.20%
3 YR 11.08%
5 YR 5.36%
10 YR --
The investment seeks the highest return consistent with investment in U.S. Treasury securities. The fund invests at least 80% of the value of its net assets in zero-coupon securities. It invests primarily in zero-coupon U.S. Treasury securities and their equivalents (including certain zero-coupon U.S. government agency securities), and may invest up to 20% of its assets in other zero-coupon U.S. government agency securities that are AAA-rated. Zero-coupon securities make no periodic interest or principal payments. The fund is managed to mature in the year 2025 and will be liquidated near the end of its target maturity year.
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in securities included in the Barclays® U.S. Long Treasury Bond Index. It normally maintains a dollar-weighted average maturity of 10 years or more. The fund uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Barclays® U.S. Long Treasury Bond Index using a smaller number of securities.
The investment seeks to track the performance of a market-weighted government bond index with a long-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. Long Government Float Adjusted Index. This index includes fixed income securities issued by the U.S. Treasury and U.S. government agencies and instrumentalities, as well as corporate or dollar-denominated foreign debt guaranteed by the U.S. government, with maturities greater than 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included 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.


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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