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BDRIX AlphaCentric Bond Rotation I

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Fund BDRIX AlphaCentric Bond Rotation I ADVNX Advisory Research Strategic Income  
100% 87%
Annual Fees
(1.54% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$11,670.77 $14,089.14
Est. savings over 30 yrs +$2,418.37
As of 9/30/16
1 YR RETURN 0.16%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.81%
3 YR 5.58%
5 YR 5.52%
10 YR 3.10%
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.

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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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