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JSDEX JHancock Short Duration Credit Opps R6

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Fund JSDEX JHancock Short Duration Credit Opps R6 IIINX Thrivent Opportunity Income Plus S  
Similarity
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100% 85%
Annual Fees
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$75.63
(0.74% Exp. Ratio)
$72.57
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$15,395.45 $15,535.66
Est. savings over 30 yrs +$140.21
Return
As of 10/31/16
1 YR RETURN 5.02%
3 YR 1.74%
5 YR 2.98%
10 YR --
1 YR RETURN 5.84%
3 YR 3.61%
5 YR 3.52%
10 YR 4.44%
Description
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, 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.

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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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