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DDFLX Delaware Diversified Floating Rate Instl

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Fund DDFLX Delaware Diversified Floating Rate Instl THHY VanEck Vectors Trs-Hdgd Hi Yld Bd ETF  
100% 88%
Annual Fees
(0.72% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$14,089.80 $15,057.20
Est. savings over 30 yrs +$967.40
As of 12/31/16
1 YR RETURN 3.76%
3 YR 1.23%
5 YR 2.25%
10 YR --
1 YR RETURN 13.18%
3 YR 2.45%
5 YR --
10 YR --
The investment seeks total return. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in floating-rate securities, including but not limited to, investment grade corporate bonds, bank loans, high yield bonds, non-agency mortgage-backed securities, asset-backed securities, securities issued or guaranteed by the U.S. government, municipal bonds, securities of foreign issuers in both developed and emerging markets, and may include derivatives instruments that attempt to achieve a floating rate of income for the fund when they are combined with a group of fixed-rate securities.
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.

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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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