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FSGTX Federated US Govt 1-3 Yr Y

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Fund FSGTX Federated US Govt 1-3 Yr Y SST SPDR® Blmbg Barclays ST Treasury ETF VFISX Vanguard Short-Term Treasury Inv  
Similarity
?
100% 87% 89%
Annual Fees
?
$34.68
(0.34% Exp. Ratio)
$10.20
(0.10% Exp. Ratio)
$20.40
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.00% annual return
$16,331.22 $17,553.21 $17,033.67
Est. savings over 30 yrs +$1,222.00 +$702.46
Return
As of 11/30/16
1 YR RETURN 0.74%
3 YR 0.15%
5 YR 0.09%
10 YR 1.90%
1 YR RETURN 0.76%
3 YR 0.79%
5 YR 0.70%
10 YR --
1 YR RETURN 0.83%
3 YR 0.61%
5 YR 0.59%
10 YR 2.31%
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 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.
The investment seeks current income while maintaining limited price volatility. The fund invests at least 80% of its assets in U.S. Treasury securities, which include bills, bonds, and notes issued by the U.S. Treasury. It is expected to maintain a dollar-weighted average maturity of 1 to 4 years.

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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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