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FSGIX Federated US Govt 1-3 Yr Svc

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Fund FSGIX Federated US Govt 1-3 Yr Svc SHV iShares Short Treasury Bond SCHO Schwab Short-Term US Treasury ETF™  
Similarity
?
100% 96% 87%
Annual Fees
?
$85.67
(0.84% Exp. Ratio)
$15.30
(0.15% Exp. Ratio)
$8.16
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.99% annual return
$14,007.59 $17,246.86 $17,613.30
Est. savings over 30 yrs +$3,239.27 +$3,605.71
Return
As of 10/31/16
1 YR RETURN 0.32%
3 YR -0.10%
5 YR -0.37%
10 YR 1.49%
1 YR RETURN 0.35%
3 YR 0.13%
5 YR 0.08%
10 YR --
1 YR RETURN 0.81%
3 YR 0.71%
5 YR 0.57%
10 YR --
Description
The investment seeks to provide current income. The fund invests in a portfolio generally consisting of U.S. Treasury securities and U.S. government agency securities with maturities of not less than one year and not more than three years, and related derivative contracts. It buys and sells portfolio securities based primarily on its market outlook and analysis of how securities may perform under different market conditions. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in U.S. government investments.
The investment seeks to track the investment results of the ICE U.S. Treasury Short Bond Index. The fund generally invests at least 90% of its assets in the bonds of the underlying index and at least 95% of its assets in U.S. government bonds. The index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than one month and less than or equal to one year. It may invest up to 10% of its assets in U.S. government bonds not included in the underlying index, but which BFA believes will help the fund track the underlying index.
The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Bloomberg Barclays U.S.1-3 Year Treasury Bond Index. The fund will invest at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. Treasury securities that have a remaining maturity of greater than or equal to one year and less than three years, are rated investment grade, and have $250 million or more of outstanding face value. The securities in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible.

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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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