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BRMSX Bramshill Income Performance Instl

3 lower fee alternatives found

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Fund BRMSX Bramshill Income Performance Instl RFUN RiverFront Dynamic Unconstrained Inc ETF EXCPX Manning & Napier Unconstrained Bond S  
Similarity
?
100% 85% 88%
Annual Fees
?
$114.11
(1.12% Exp. Ratio)
$51.96
(0.51% Exp. Ratio)
$78.45
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$12,482.61 $15,011.87 $13,878.47
Est. savings over 30 yrs +$2,529.25 +$1,395.85
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.08%
3 YR 2.10%
5 YR 3.38%
10 YR 5.14%
Description
The investment seeks to maximize total return. The fund invests in an unconstrained portfolio of income-producing securities, including up to 80% in investment grade corporate bonds and up to 40% in high yield bonds (i.e. junk bonds). It may also invest up to 70% in preferred stocks, up to 80% in U.S. municipal bonds, and up to 100% in U.S. Treasuries. The fund may also invest up to 15% in fixed income closed-end funds and up to 25% in fixed income exchange traded funds ("ETFs"). It may also invest up to 25% in foreign issuers of U.S. dollar denominated fixed income securities.
The investment seeks total return, with an emphasis on income as the source of that total return. The fund invests in a global portfolio of fixed income securities of various maturities, ratings and currency denominations. The fund may purchase fixed income securities issued by U.S. or foreign corporations or financial institutions, including debt securities of all types and maturities, convertible securities and preferred stocks. It is non-diversified.
The investment seeks to provide long-term total return, and its secondary objective is to provide preservation of capital. The fund will invest, under normal circumstances, at least 80% of its net assets in bonds and other financial instruments, principally derivative instruments and exchange-traded funds (ETFs), with economic characteristics similar to bonds. It may invest up to 50% of its assets in below investment grade securities (also referred to as "high yield bonds" or "junk bonds") and may invest up to 50% of its assets in non-U.S. dollar denominated securities, including securities issued by companies located in emerging markets.

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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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