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JHDCX JHancock Short Duration Credit Opps R4

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund JHDCX JHancock Short Duration Credit Opps R4 PTIAX Performance Trust Strategic Bond FSIHX First Investors Strategic Income Adv  
100% 86% 86%
Annual Fees
(1.03% Exp. Ratio)
(0.89% Exp. Ratio)
(0.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$14,114.53 $14,725.96 $14,637.08
Est. savings over 30 yrs +$611.43 +$522.54
As of 11/30/16
1 YR RETURN 3.96%
3 YR 1.52%
5 YR 3.27%
10 YR --
1 YR RETURN 4.24%
3 YR 5.34%
5 YR 6.30%
10 YR --
1 YR RETURN 4.22%
3 YR 1.96%
5 YR --
10 YR --
The investment seeks to maximize total return. The fund will normally invest in a portfolio of fixed-income securities. Under normal circumstances, it will invest at least 80% of its assets in bonds and related investments and maintain an average portfolio duration of approximately three years or less. The fund may invest in securities of any duration and maturity. Duration is an approximate measure of the sensitivity of a fixed-income security to interest-rate risk.
The investment seeks to purchase undervalued fixed-income assets and achieve investment returns through interest income and potential capital appreciation. The fund invests at least 80% of its net assets in fixed-income instruments. "Fixed-income instruments" include corporate, government and municipal bonds, asset-backed and mortgage-backed securities and other fixed-income instruments issued by various U.S. government, municipal or private-sector entities. The fund will invest in fixed-income instruments guaranteed by, or secured by collateral that is guaranteed by, the U.S. government, its agencies, instrumentalities or sponsored corporations.
The investment seeks a high level of current income. The fund will primarily invest in the underlying income funds. While the percentage of allocation to each underlying fund is flexible, under normal conditions, the fund will invest approximately 95% (within a range of 85%-100%) of its net assets in the underlying income funds and approximately 5% (within a range of 0%-15%) of its net assets in the underlying equity fund.

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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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