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IRPOX Ivy Apollo Strategic Income R6

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Fund IRPOX Ivy Apollo Strategic Income R6 IIINX Thrivent Opportunity Income Plus S JURTX Janus Real Return T  
100% 90% 91%
Annual Fees
(0.85% Exp. Ratio)
(0.71% Exp. Ratio)
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$14,397.61 $15,020.15 $14,929.65
Est. savings over 30 yrs +$622.54 +$532.04
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.75%
3 YR 3.92%
5 YR 3.59%
10 YR 4.49%
1 YR RETURN 5.48%
3 YR 2.96%
5 YR 3.52%
10 YR --
The investment seeks to provide a high level of current income; capital appreciation is a secondary objective. The fund seeks to achieve its objectives by allocating its assets among three different investment strategies: Total Return Strategy (Apollo); Global Bond Strategy (IICO); and High Income Strategy (IICO). Apollo invests the assets allocated to the total return strategy using a multi-sector approach across a broad range of credit-oriented markets with a primary, but not exclusive, focus on non-investment grade credit.
The investment seeks a high level of current income, consistent with capital preservation. Under normal circumstances, the fund invests 50-100% in debt securities and 0-50% in equity securities. The debt securities in which the fund invests may be of any maturity or credit quality, including high yield, high risk bonds, notes, debentures and other debt obligations commonly known as "junk bonds." At the time of purchase, these high-yield securities are rated within or below the "BB" major rating category by S&P or the "Ba" major rating category by Moody's or are unrated but considered to be of comparable quality by the Adviser.
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.

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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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