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FTLTX Fidelity Series Long-Term Trs Bd Idx

10 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FTLTX Fidelity Series Long-Term Trs Bd Idx FIBAX Fidelity® Intermediate Trs Bd Idx Prem FLBAX Fidelity® Long-Term Treasury Bd Idx Prem  
Similarity
?
100% 95% 90%
Annual Fees
?
$19.40
(0.19% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
$9.19
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.10% annual return
$17,635.05 $18,172.88 $18,172.88
Est. savings over 30 yrs +$537.83 +$537.83
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.66%
3 YR 2.38%
5 YR 1.80%
10 YR 4.78%
1 YR RETURN 1.21%
3 YR 6.97%
5 YR 3.09%
10 YR 6.34%
Description
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. The adviser 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 a high level of current income. The fund normally invests at least 80% of assets in securities included in the Barclays® U.S. 5-10 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity between three and 10 years. 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. 5-10 Year Treasury Bond Index using a smaller number of securities.
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.

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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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