Investment Test Drive

CLINX Croft Income

2 lower fee alternatives found

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Fund CLINX Croft Income CAMBX Cincinnati AMFs Broad Market Strat Inc LSBRX Loomis Sayles Bond Retail  
Similarity
?
100% 85% 90%
Annual Fees
?
$114.47
(1.12% Exp. Ratio)
$66.44
(0.65% Exp. Ratio)
$90.97
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$13,733.70 $15,833.25 $14,725.10
Est. savings over 30 yrs +$2,099.55 +$991.40
Return
As of 11/30/16
1 YR RETURN 1.93%
3 YR 0.60%
5 YR 1.32%
10 YR 2.65%
1 YR RETURN 2.80%
3 YR 3.01%
5 YR --
10 YR --
1 YR RETURN 5.39%
3 YR 1.65%
5 YR 5.02%
10 YR 5.46%
Description
The investment seeks high current income with moderate risk to principal. The fund invests primarily in U.S. corporate bonds and securities issued by the U.S. government and its agencies that are considered investment grade or better. It invests to a lesser but still significant extent in U.S.-traded fixed income securities that are rated below "investment grade" or that are not rated. The fund may invest in bonds and U.S. government and agency securities of any maturity.
The investment seeks to achieve a high level of income consistent with a secondary goal of preservation of capital. The fund seeks to achieve its investment objective by investing primarily in a broad market of securities that the Adviser believes are undervalued. The fund's investment adviser defines "broad market" as the span of credit qualities and market capitalizations of the overall market that it will consider for purchase for the fund. The average maturity of the fixed-income securities in the fund's portfolio will generally range from 6 to 8 years, and will not exceed a targeted maturity or average workout date of 10 years.
The investment seeks high total investment return through a combination of current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It will normally invest at least 55% of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds") and up to 20% of its assets in equity securities, such as common stocks and preferred stocks (with up to 10% of its assets in common stocks).

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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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