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STIBX JHancock Income B

2 lower fee alternatives found

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Fund STIBX JHancock Income B LSBRX Loomis Sayles Bond Retail FSIHX First Investors Strategic Income Adv  
100% 86% 85%
Annual Fees
(1.52% Exp. Ratio)
(0.89% Exp. Ratio)
(0.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$12,029.08 $14,565.16 $14,477.24
Est. savings over 30 yrs +$2,536.09 +$2,448.17
As of 12/31/16
1 YR RETURN 2.49%
3 YR 1.73%
5 YR 3.39%
10 YR 4.97%
1 YR RETURN 8.40%
3 YR 1.73%
5 YR 4.98%
10 YR 5.60%
1 YR RETURN 6.10%
3 YR 2.13%
5 YR --
10 YR --
The investment seeks a high level of current income. The fund invests primarily in the following types of securities: foreign government and corporate debt securities from developed and emerging markets; U.S. government and agency securities; and domestic high-yield bonds. The manager allocates assets among the three major types of securities based on analysis of economic factors such as projected international interest-rate movements, industry cycles, and political trends. The manager may invest up to 100% of the fund's assets in any one sector. It may invest up to 10% of its net assets in domestic or foreign common stocks.
The investment seeks high total investment return through a combination of current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities. It will normally invest at least 55% of its net assets in investment-grade fixed-income securities. The fund may also invest up to 35% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds") and up to 20% of its assets in equity securities, such as common stocks and preferred stocks (with up to 10% of its assets in common stocks).
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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