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HTIRX Hartford Unconstrained Bond R3

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Fund HTIRX Hartford Unconstrained Bond R3 ISIWX Voya Strategic Income Opportunities W MWCRX Metropolitan West Unconstrained Bd M  
100% 90% 86%
Annual Fees
(1.29% Exp. Ratio)
(0.90% Exp. Ratio)
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$11,674.06 $13,140.05 $12,556.29
Est. savings over 30 yrs +$1,465.99 +$882.23
As of 9/30/16
1 YR RETURN 3.09%
3 YR 1.42%
5 YR 2.19%
10 YR 3.18%
1 YR RETURN 4.04%
3 YR 4.12%
5 YR --
10 YR --
1 YR RETURN 3.39%
3 YR 2.76%
5 YR 6.63%
10 YR --
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 positive long-term returns irrespective of general securities market conditions. The fund invests at least 80% of its net assets, which includes borrowings for investment purposes, in securities and instruments it regards as bonds in the U.S. and abroad, including emerging markets, and may purchase securities of varying maturities issued by domestic and foreign corporations and governments. It may invest in both investment grade and "junk bonds", subject to investing no more than 50% of its total assets in securities rated below investment grade. Normally, the average portfolio duration of this fund will vary from -3 years to 8 years.

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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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