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SUBAX Sentinel Unconstrained Bond A

3 lower fee alternatives found

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Fund SUBAX Sentinel Unconstrained Bond A SUBYX Scout Unconstrained Bond Y ISIWX Voya Strategic Income Opportunities W  
Similarity
?
100% 89% 86%
Annual Fees
?
$143.72
(1.41% Exp. Ratio)
$81.54
(0.80% Exp. Ratio)
$91.73
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$11,580.16 $13,934.09 $13,518.80
Est. savings over 30 yrs +$2,353.93 +$1,938.64
Return
As of 10/31/16
1 YR RETURN 1.75%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.01%
3 YR 0.52%
5 YR 5.03%
10 YR --
1 YR RETURN 4.30%
3 YR 3.68%
5 YR --
10 YR --
Description
The investment seeks maximum investment return through a combination of current income and capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings made for investment purposes) in U.S. and non-U.S. fixed-income instruments and related derivatives. "Fixed-income instruments" include bonds, debt securities and similar instruments. It may invest up to 20% of its net assets, at the time of purchase, in equity securities. The fund may also invest in exchange-traded funds ("ETFs") in carrying out its investment strategies.
The investment seeks to maximize total return consistent with the preservation of capital. The fund pursues its objective by investing at least 80% of its net assets in fixed income instruments. The fixed income instruments in which the fund may invest can be of varying maturities and include bonds, debt securities, mortgage- and asset-backed securities (including to-be-announced securities) and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
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.

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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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