Investment Test Drive

KEUIX Altrius Enhanced Income I

7 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund KEUIX Altrius Enhanced Income I FIBR iShares Edge US Fixed Income Bal Risk RFUN RiverFront Dynamic Unconstrained Inc ETF  
100% 87% 92%
Annual Fees
(1.50% Exp. Ratio)
(0.25% Exp. Ratio)
(0.51% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$12,283.33 $17,931.49 $16,581.06
Est. savings over 30 yrs +$5,648.16 +$4,297.72
As of 11/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.19%
3 YR --
5 YR --
10 YR --
3 YR --
5 YR --
10 YR --
The investment seeks to maximize long-term total return and generate income. The fund invests at least 80% of the value of its net assets plus the amount of any borrowings for investment purposes in a portfolio of bonds. It invests in bonds that may be issued by various types of issuers, including Investment grade securities of U.S. and non-U.S. issuers; debt securities issued or guaranteed as to principal and interest by the U.S. government, its agencies, authorities or instrumentalities; Debt securities issued by foreign issuers; Other debt securities issued by government or corporate issuers; and Mortgage-backed securities and other asset-backed securities.
The investment seeks total return and preservation of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. dollar denominated investment-grade and high-yield fixed-income securities. It primarily invests in fixed-rate securities of varying maturities, such as corporate bonds, including U.S. dollar-denominated securities of foreign issuers, U.S. Treasuries, privately-issued securities, and mortgage-backed securities. The fund is non-diversified.
The investment seeks total return, with an emphasis on income as the source of that total return. The fund invests in a global portfolio of fixed income securities of various maturities, ratings and currency denominations. The fund may purchase fixed income securities issued by U.S. or foreign corporations or financial institutions, including debt securities of all types and maturities, convertible securities and preferred stocks. It is non-diversified.

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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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