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PUBCX PIMCO Unconstrained Bond C

1 lower fee alternative found

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Fund PUBCX PIMCO Unconstrained Bond C ISIWX Voya Strategic Income Opportunities W  
Similarity
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100% 88%
Annual Fees
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$208.95
(2.05% Exp. Ratio)
$91.73
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$9,524.93 $13,518.80
Est. savings over 30 yrs +$3,993.87
Return
As of 10/31/16
1 YR RETURN 4.18%
3 YR 0.39%
5 YR 1.37%
10 YR --
1 YR RETURN 4.30%
3 YR 3.68%
5 YR --
10 YR --
Description
The investment seeks maximum long-term return, consistent with preservation of capital and prudent investment management. The fund invests at least 80% of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest in both investment-grade securities and high yield securities ("junk bonds") subject to a maximum of 40% of its total assets in securities rated below Baa.
The investment seeks total return through income and capital appreciation through all market cycles. The fund invests in fixed-income instruments, including investment-grade securities and below investment-grade securities, commonly referred to as "junk bonds." It generally maintains a dollar-weighted average duration profile between -2 and 6 years. The fund may also invest in floating rate loans, and other floating rate debt instruments.

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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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