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RUTCX Russell Unconstrained Total Return C

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Fund RUTCX Russell Unconstrained Total Return C UBND WisdomTree Western Asset Uncnstnd Bd ETF EXCPX Manning & Napier Unconstrained Bond S  
Similarity
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100% 88% 87%
Annual Fees
?
$198.31
(1.94% Exp. Ratio)
$56.22
(0.55% Exp. Ratio)
$78.71
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$10,739.23 $16,381.74 $15,328.73
Est. savings over 30 yrs +$5,642.51 +$4,589.50
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.09%
3 YR --
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 provide total return. The fund seeks to achieve its objective by opportunistically investing in a broad range of fixed income securities across sectors, the globe and the credit quality and maturity spectrums, with an emphasis on higher-yielding securities. It may also invest in other asset classes in order to seek to achieve its objective, including equity securities. The fund may invest without limitation in securities denominated in foreign currencies and in U.S. dollar-denominated securities of foreign issuers. It is non-diversified.
The investment seeks a high level of total return consisting of both income and capital appreciation. The fund is an actively managed ETF and seeks to achieve its investment objective through direct and indirect investments in debt securities ("Debt"). Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt. The fund may invest up to 50% of its total assets in securities issued by issuers organized in or that maintain their principal place of business in emerging market countries. It is non-diversified.
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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