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PYSWX Payden Strategic Income Adviser

9 lower fee alternatives found

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Fund PYSWX Payden Strategic Income Adviser JURTX Janus Real Return T ASIEX American Century Strategic Income Inv  
Similarity
?
100% 92% 96%
Annual Fees
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$107.32
(1.05% Exp. Ratio)
$67.46
(0.66% Exp. Ratio)
$76.65
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$14,016.46 $15,772.08 $15,348.99
Est. savings over 30 yrs +$1,755.62 +$1,332.53
Return
As of 10/31/16
1 YR RETURN 3.64%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.05%
3 YR 2.66%
5 YR 2.43%
10 YR --
1 YR RETURN 6.24%
3 YR --
5 YR --
10 YR --
Description
The investment seeks a high level of total return combined with income generation that is consistent with preservation of capital. The fund invests in a wide variety of securities across many asset classes in an unconstrained fashion. It seeks opportunities by employing a flexible approach that evaluates security attractiveness on a global basis and across currencies. The fund will invest in income-producing securities and equity related securities payable in U.S. dollars and other currencies. The fund is non-diversified.
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 income; long-term capital appreciation is the secondary consideration. The fund invests in both investment-grade and high-yield, non-money market debt securities. These securities may include corporate bonds and notes, government securities and securities backed by mortgages or other assets. The fund may also invest in certain equity securities such as preferred stock, convertible securities or equity equivalents provided that such investments are consistent with the fund's investment objectives.

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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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