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CLINX Croft Income

4 lower fee alternatives found

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Fund CLINX Croft Income JURTX Janus Real Return T LSBRX Loomis Sayles Bond Retail  
100% 85% 86%
Annual Fees
(1.12% Exp. Ratio)
(0.73% Exp. Ratio)
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$13,260.45 $14,922.63 $14,217.69
Est. savings over 30 yrs +$1,662.17 +$957.23
As of 9/30/16
1 YR RETURN 2.22%
3 YR 0.96%
5 YR 1.52%
10 YR 2.86%
1 YR RETURN 5.48%
3 YR 2.96%
5 YR 3.52%
10 YR --
1 YR RETURN 8.86%
3 YR 2.98%
5 YR 5.78%
10 YR 6.02%
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 real return consistent with preservation of capital. The fund pursues its investment objective by primarily investing in U.S. Treasury securities, short-duration high-yield/high-risk debt, commodity-linked investments, and equity securities. Its investments in U.S. Treasury securities may also include Treasury Inflation-Protected Securities, also known as TIPS. The fund may invest up to 90% of its net assets in short-duration high-yield/high-risk debt securities. Its investments in short-duration high-yield/high-risk securities include debt rated below investment grade, also known as "junk" bonds.
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.


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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