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NUBIX Neuberger Berman Unconstrained Bd Instl

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Fund NUBIX Neuberger Berman Unconstrained Bd Instl IGHG ProShares Investment Grade—Intr Rt Hdgd  
100% 89%
Annual Fees
(0.68% Exp. Ratio)
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$14,043.93 $15,748.61
Est. savings over 30 yrs +$1,704.68
As of 9/30/16
1 YR RETURN 1.63%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.02%
3 YR --
5 YR --
10 YR --
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.

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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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Yes, funds and ETFs charge fees

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