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IRBAX Ivy Targeted Return Bond A

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Fund IRBAX Ivy Targeted Return Bond A SUBYX Scout Unconstrained Bond Y  
100% 91%
Annual Fees
(1.38% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$11,360.94 $13,546.10
Est. savings over 30 yrs +$2,185.17
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.57%
3 YR 0.86%
5 YR 6.08%
10 YR --
The investment seeks to provide total return through a combination of current income and capital appreciation. The fund invests at least 80% of its net assets in bonds. The term "bonds" includes any debt security with an initial maturity greater than one year. The fund benchmarks itself against a benchmark of cash instruments (the Barclays Capital U.S. 1-3 Month Treasury Bill Index). It is designed to pursue a positive return that exceeds its benchmark by using a flexible approach to bond investing. It is non-diversified.
The investment seeks to maximize total return consistent with the preservation of capital. The fund pursues its objective by investing at least 80% of its net assets in fixed income instruments. The fixed income instruments in which the fund may invest can be of varying maturities and include bonds, debt securities, mortgage- and asset-backed securities (including to-be-announced securities) and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

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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

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