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IUBYX Invesco Unconstrained Bond Y

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Fund IUBYX Invesco Unconstrained Bond Y EXCPX Manning & Napier Unconstrained Bond S  
100% 85%
Annual Fees
(0.79% Exp. Ratio)
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$13,778.96 $13,862.54
Est. savings over 30 yrs +$83.58
As of 9/30/16
1 YR RETURN -1.85%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.01%
3 YR 2.61%
5 YR 3.87%
10 YR 5.32%
The investment seeks to provide a positive absolute return over a full market cycle. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in debt securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in debt securities of U.S. and foreign issuers. The fund may invest up to 100% of its net assets in debt securities rated below investment grade and in non-U.S. securities, including securities in emerging markets countries, i.e., those that are in the early stages of their industrial cycles. It is non-diversified.
The investment seeks to provide long-term total return, and its secondary objective is to provide preservation of capital. The fund will invest, under normal circumstances, at least 80% of its net assets in bonds and other financial instruments, principally derivative instruments and exchange-traded funds (ETFs), with economic characteristics similar to bonds. It may invest up to 50% of its assets in below investment grade securities (also referred to as "high yield bonds" or "junk bonds") and may invest up to 50% of its assets in non-U.S. dollar denominated securities, including securities issued by companies located in emerging markets.

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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.

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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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