Investment Test Drive

GTDTX Goldman Sachs Short Dur Govt IR

1 lower fee alternative found

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Fund GTDTX Goldman Sachs Short Dur Govt IR VSGBX Vanguard Short-Term Federal Inv  
Similarity
?
100% 87%
Annual Fees
?
$57.12
(0.56% Exp. Ratio)
$20.40
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.00% annual return
$15,284.04 $17,034.17
Est. savings over 30 yrs +$1,750.13
Return
As of 11/30/16
1 YR RETURN 1.05%
3 YR 0.57%
5 YR 0.59%
10 YR 2.52%
1 YR RETURN 1.05%
3 YR 0.91%
5 YR 0.89%
10 YR 2.71%
Description
The investment seeks a high level of current income and secondarily, in seeking current income, may also consider the potential for capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises and in repurchase agreements collateralized by such securities. 100% of the fund's portfolio will be invested in U.S. dollar-denominated securities.
The investment seeks current income while maintaining limited price volatility. The fund invests at least 80% of its assets in short-term bonds issued or guaranteed by the U.S. government and its agencies and instrumentalities, many of which are not backed by the full faith and credit of the U.S. government. 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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