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SUBIX Sentinel Unconstrained Bond I

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Fund SUBIX Sentinel Unconstrained Bond I FIBR iShares Edge US Fixed Income Bal Risk THHY VanEck Vectors Trs-Hdgd Hi Yld Bd ETF  
100% 86% 85%
Annual Fees
(1.05% Exp. Ratio)
(0.25% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$12,558.51 $15,990.11 $14,830.53
Est. savings over 30 yrs +$3,431.59 +$2,272.02
As of 9/30/16
1 YR RETURN 3.96%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.37%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.97%
3 YR 2.42%
5 YR --
10 YR --
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 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.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISä US Treasury-Hedged High Yield Bond Index (the "Treasury-Hedged High Yield Bond Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index was designed to provide exposure to below investment grade corporate bonds, denominated in U.S. dollars, and, through the use of U.S. Treasury notes, to hedge against rising interest rates.

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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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