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BDRCX AlphaCentric Bond Rotation C

2 lower fee alternatives found

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Fund BDRCX AlphaCentric Bond Rotation C ADVNX Advisory Research Strategic Income ANICX Ancora Income C  
Similarity
?
100% 87% 87%
Annual Fees
?
$259.60
(2.54% Exp. Ratio)
$94.03
(0.92% Exp. Ratio)
$233.03
(2.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$8,891.12 $14,579.55 $9,630.93
Est. savings over 30 yrs +$5,688.43 +$739.81
Return
As of 10/31/16
1 YR RETURN -2.03%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.42%
3 YR 4.73%
5 YR 5.02%
10 YR 2.82%
1 YR RETURN 8.25%
3 YR 6.92%
5 YR 5.29%
10 YR 5.28%
Description
The investment seeks to achieve long-term capital appreciation and total return through various economic or interest rate environments. Under normal conditions, the fund will invest at least 80% of the fund's net assets plus any borrowings for investment purposes in bonds, which includes bond asset class ETFs. It seeks to achieve its objective by investing in a portfolio of global bond asset class exchange traded Funds ("ETFs"). The fund is non-diversified.
The investment seeks high current income and to seek long term capital appreciation. The fund pursues its investment objectives primarily by investing in preferred securities and other income producing securities, including convertible securities, debt securities, common stocks, and securities of other investment companies. Under normal market conditions, it primarily invests in preferred and debt securities, but the fund's advisor retains broad discretion to allocate the fund's investments across various asset classes.
The investment seeks a high level of income with a secondary objective of capital appreciation. The fund normally invests at least 80% of its assets in income-producing securities (such as debt securities, preferred stocks, high dividend-bearing common shares and common and preferred shares of closed-end investment companies). It will invest in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund will invest only in securities of companies with market capitalizations of more than $500 million, except that the fund may invest in closed-end funds with market capitalizations of less than that amount.

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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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