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ERGOX Eaton Vance Government Obligations R

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Fund ERGOX Eaton Vance Government Obligations R SST SPDR® Blmbg Barclays ST Treasury ETF  
100% 87%
Annual Fees
(1.43% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.99% annual return
$11,719.03 $17,519.17
Est. savings over 30 yrs +$5,800.14
As of 12/31/16
1 YR RETURN 0.05%
3 YR 0.87%
5 YR 0.47%
10 YR 2.86%
1 YR RETURN 0.91%
3 YR 0.94%
5 YR 0.67%
10 YR --
The investment seeks to provide a high current return. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued, backed or otherwise guaranteed by the U.S. government, or its agencies or instrumentalities. It invests primarily in mortgage-backed securities ("MBS") issued, backed or otherwise guaranteed by the U.S. government or its agencies or instrumentalities or privately issued but collateralized by fixed or adjustable rate mortgages that are insured, guaranteed or otherwise backed by the U.S. government, or its agencies or instrumentalities.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. The fund invests at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 1 year and less than 5 years. 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.

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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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