Investment Test Drive

CHYAX CMG Tactical Bond A

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund CHYAX CMG Tactical Bond A THHY VanEck Vectors Trs-Hdgd Hi Yld Bd ETF UBND WisdomTree Western Asset Uncnstnd Bd ETF  
Similarity
?
100% 88% 85%
Annual Fees
?
$218.75
(2.14% Exp. Ratio)
$51.11
(0.50% Exp. Ratio)
$56.22
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$10,101.20 $16,630.64 $16,381.74
Est. savings over 30 yrs +$6,529.44 +$6,280.55
Return
As of 11/30/16
1 YR RETURN 3.70%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.17%
3 YR 2.49%
5 YR --
10 YR --
1 YR RETURN 6.09%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to generate total returns over a complete market cycle through capital appreciation and income. Under normal circumstances, the fund invests (long or short) at least 80% of its assets in bond instruments ("80% investment policy"), directly or by investing in other mutual funds or exchange traded funds ("ETFs") (collectively, "underlying funds") which invest primarily in high yield bonds and other high yield fixed income securities. It is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISä US Treasury-Hedged High Yield Bond Index (the "Treasury-Hedged High Yield Bond Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index was designed to provide exposure to below investment grade corporate bonds, denominated in U.S. dollars, and, through the use of U.S. Treasury notes, to hedge against rising interest rates.
The investment seeks a high level of total return consisting of both income and capital appreciation. The fund is an actively managed ETF and seeks to achieve its investment objective through direct and indirect investments in debt securities ("Debt"). Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt. The fund may invest up to 50% of its total assets in securities issued by issuers organized in or that maintain their principal place of business in emerging market countries. It is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!