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BWDTX Boyd Watterson Limited Dur Enh Inc I2

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Fund BWDTX Boyd Watterson Limited Dur Enh Inc I2
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Annual Fees
(0.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
Est. savings over 30 yrs
As of 9/30/16
3 YR --
5 YR --
10 YR --
The investment seeks income generation as a principal objective and capital preservation and total return as secondary objectives. The fund invests a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are (i) below investment-grade (also known as "junk" bonds) and investment grade fixed income securities, bank loans, and U.S. government securities, and (ii) equity securities (preferred securities and hybrid corporate securities). It may make these investments directly or, from time to time, indirectly through ETFs, which include inverse ETFs, and through closed end funds.

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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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