Investment Test Drive

CFSTX Commerce Shrt-Term Government Instl

1 lower fee alternative found

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Fund CFSTX Commerce Shrt-Term Government Instl FTSD Franklin Liberty Short Dur US Govt ETF  
Similarity
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100% 95%
Annual Fees
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$69.36
(0.68% Exp. Ratio)
$30.60
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.00% annual return
$14,739.43 $16,528.52
Est. savings over 30 yrs +$1,789.09
Return
As of 11/30/16
1 YR RETURN 0.53%
3 YR 0.60%
5 YR 0.90%
10 YR 2.61%
1 YR RETURN 0.78%
3 YR 0.65%
5 YR --
10 YR --
Description
The investment seeks current income with preservation of principal. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in securities issued or guaranteed by the U.S. government, its agencies or instrumentalities and government mortgage-backed securities. It may also purchase other mortgage-backed securities, which are sold by private issuers. The fund invests at least 65% of its total assets in securities issued or guaranteed by the U.S. government, its agencies or instrumentalities and government mortgage-backed securities that have average lives or remaining maturities of five years or less.
The investment seeks a high level of current income as is consistent with prudent investing, while seeking preservation of capital. Under normal market conditions, the fund invests at least 80% of its net assets in securities issued or guaranteed by the U.S. government, its agencies, or instrumentalities. It is an actively managed exchange-traded fund ("ETF") that does not seek to replicate the performance of a specified index. To pursue its investment goal, it may invest in certain interest rate-related derivative transactions, principally interest rate, bond, U.S. Treasury and fixed income index futures contracts.

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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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