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JHRCX JHancock Global Cnsrv Abs Ret C

4 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund JHRCX JHancock Global Cnsrv Abs Ret C GSZUX Goldman Sachs Strategic Income R6 SUBYX Scout Unconstrained Bond Y  
Similarity
?
100% 89% 85%
Annual Fees
?
$192.64
(1.89% Exp. Ratio)
$56.06
(0.55% Exp. Ratio)
$81.54
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$10,002.92 $15,026.99 $13,934.09
Est. savings over 30 yrs +$5,024.07 +$3,931.17
Return
As of 10/31/16
1 YR RETURN -0.27%
3 YR -0.23%
5 YR --
10 YR --
1 YR RETURN 0.84%
3 YR 0.10%
5 YR 3.27%
10 YR --
1 YR RETURN 4.01%
3 YR 0.52%
5 YR 5.03%
10 YR --
Description
The investment seeks long-term absolute return. The fund may use an extensive range of investment strategies and invest in a wide spectrum of fixed-income, debt, and money market securities, as well as derivative instruments, in pursuing its investment objective. It may invest in fixed-income, debt, and money market securities of companies and government and supranational entities around the world, including in emerging markets. The fund may invest significantly in particular economic sectors.
The investment seeks total return comprised of income and capital appreciation. The fund invests in a broadly diversified portfolio of U.S. and foreign investment grade and non-investment grade fixed income investments including, but not limited to: U.S. government securities, non-U.S. sovereign debt, agency securities, corporate debt securities, agency and non-agency mortgage-backed securities, asset-backed securities, custodial receipts, municipal securities, loan participations and loan assignments and convertible securities. It may implement short positions and may do so by using swaps or futures, or through short sales of any instrument.
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.

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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