Investment Test Drive

HTIBX Hartford Unconstrained Bond B

3 lower fee alternatives found

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Fund HTIBX Hartford Unconstrained Bond B ISIWX Voya Strategic Income Opportunities W SEMPX Semper MBS Total Return Investor  
Similarity
?
100% 89% 85%
Annual Fees
?
$177.86
(1.74% Exp. Ratio)
$92.00
(0.90% Exp. Ratio)
$103.24
(1.01% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$11,416.14 $14,737.58 $14,254.64
Est. savings over 30 yrs +$3,321.44 +$2,838.50
Return
As of 11/30/16
1 YR RETURN 1.20%
3 YR 0.38%
5 YR 1.72%
10 YR 2.45%
1 YR RETURN 4.86%
3 YR 3.76%
5 YR --
10 YR --
1 YR RETURN 2.67%
3 YR 5.22%
5 YR --
10 YR --
Description
The investment seeks to maximize long-term total return. The fund invests at least 80% of its net assets in fixed income securities and derivatives related to fixed income securities. It invests in a broad range of fixed income securities, including but not limited to, non-investment grade debt securities, highly rated securities and foreign securities, including those from emerging markets, other asset classes of U.S. or foreign issuers, including but not limited to bank loans or loan participation interests in secured, second lien or unsecured variable, fixed or floating rate loans, securitized debt, convertible securities, preferred stock, and common stock.
The investment seeks total return through income and capital appreciation through all market cycles. The fund invests in fixed-income instruments, including investment-grade securities and below investment-grade securities, commonly referred to as "junk bonds." It generally maintains a dollar-weighted average duration profile between -2 and 6 years. The fund may also invest in floating rate loans, and other floating rate debt instruments.
The investment seeks to provide a high level of risk-adjusted current income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in mortgage-backed securities ("MBS"). The weighted average maturity of the fund's MBS investments will generally range from between 1 and 10 years and the fund may invest without limit in MBS that are rated below investment grade (i.e., "high yield" or "junk" ratings).

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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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