Investment Test Drive

FSGVX Federated US Govt 1-3 Yr Instl

9 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FSGVX Federated US Govt 1-3 Yr Instl SCHO Schwab Short-Term US Treasury ETF™ FSBAX Fidelity® Short-Term Treasury Bd Idx Prm  
Similarity
?
100% 87% 86%
Annual Fees
?
$52.02
(0.51% Exp. Ratio)
$8.16
(0.08% Exp. Ratio)
$9.18
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.00% annual return
$15,515.37 $17,658.43 $17,605.49
Est. savings over 30 yrs +$2,143.06 +$2,090.11
Return
As of 11/30/16
1 YR RETURN 0.60%
3 YR 0.00%
5 YR -0.07%
10 YR 1.77%
1 YR RETURN 0.64%
3 YR 0.53%
5 YR 0.47%
10 YR --
1 YR RETURN 0.63%
3 YR 0.76%
5 YR 0.70%
10 YR 2.63%
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 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.
The investment seeks a high level of current income in a manner consistent with preservation of capital. The fund normally invests at least 80% of assets in securities included in the Barclays® U.S. 1-5 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity of three years or less. The fund uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Barclays® U.S. 1-5 Year Treasury Bond Index using a smaller number of securities.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!