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RUTSX Russell Unconstrained Total Return S

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Fund RUTSX Russell Unconstrained Total Return S AGZD WisdomTree Barclays US AggtBd Zr Dur ETF FIBR iShares Edge US Fixed Income Bal Risk  
100% 85% 86%
Annual Fees
(0.94% Exp. Ratio)
(0.23% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$13,167.48 $16,313.69 $16,215.87
Est. savings over 30 yrs +$3,146.21 +$3,048.38
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.64%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.37%
3 YR --
5 YR --
10 YR --
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 track the price and yield performance, before fees and expenses, of the Barclays Rate Hedged U.S. Aggregate Bond Index, Zero Duration. The index is designed to provide long exposure to the Barclays U.S. Aggregate Bond Index while seeking to manage interest rate risk through the use of short positions in U.S. Treasury securities. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. It is non-diversified.
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.

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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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