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NUBCX Neuberger Berman Unconstrained Bd C

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Fund NUBCX Neuberger Berman Unconstrained Bd C IGHG ProShares Investment Grade—Intr Rt Hdgd EXCPX Manning & Napier Unconstrained Bond S  
Similarity
?
100% 88% 86%
Annual Fees
?
$184.00
(1.80% Exp. Ratio)
$30.67
(0.30% Exp. Ratio)
$78.71
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$11,208.85 $17,663.28 $15,328.73
Est. savings over 30 yrs +$6,454.42 +$4,119.88
Return
As of 11/30/16
1 YR RETURN -0.13%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.85%
3 YR 1.24%
5 YR --
10 YR --
1 YR RETURN 3.02%
3 YR 1.88%
5 YR 3.63%
10 YR 5.02%
Description
The investment seeks to maximize total return. To pursue its goal, the fund normally invests at least 80% of its net assets in a diversified portfolio of U.S. and foreign bonds and other debt securities and other investments that provide investment exposure to such debt securities. It seeks to achieve positive returns over the long term by investing in both long and short positions in a broad array of bonds and other debt securities and currencies around the world, including emerging markets. The fund is non-diversified.
The investment seeks investment results before fees and expenses that track the performance of the Citi Corporate Investment Grade (Treasury Rate-Hedged) Index (the "index"). The index is comprised of (a) long positions in USD-denominated investment grade corporate bonds issued by both U.S. and foreign domiciled companies; and (b) short positions in U.S. Treasury notes or bonds ("Treasury Securities") of, in aggregate, approximate equivalent duration to the investment grade bonds. The fund will invest at least 80% of its total assets in component securities (i.e., securities of the index) and invest at least 80% of its total assets in investment grade bonds.
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.

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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