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JMBCX JHancock Short Duration Credit Opps C

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Fund JMBCX JHancock Short Duration Credit Opps C RPSIX T. Rowe Price Spectrum Income FSIHX First Investors Strategic Income Adv  
100% 85% 87%
Annual Fees
(1.89% Exp. Ratio)
(0.69% Exp. Ratio)
(0.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$10,745.21 $15,474.12 $14,478.10
Est. savings over 30 yrs +$4,728.91 +$3,732.89
As of 12/31/16
1 YR RETURN 5.46%
3 YR 0.76%
5 YR 2.39%
10 YR --
1 YR RETURN 8.18%
3 YR 3.26%
5 YR 4.56%
10 YR 5.14%
1 YR RETURN 6.10%
3 YR 2.13%
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 a high level of current income with moderate share price fluctuation. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. It normally invests in a variety of domestic and international bond funds, a money market fund, and an income-oriented stock fund. The fund can invest in funds holding high-quality domestic and foreign bonds, high-yield bonds, short- and long-term securities, and dividend-paying stocks. It may sell shares of the underlying funds for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
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 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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