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OLTCX Oppenheimer Limited-Term Government C

2 lower fee alternatives found

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Fund OLTCX Oppenheimer Limited-Term Government C VSGBX Vanguard Short-Term Federal Inv PYUWX Payden US Government Adviser  
Similarity
?
100% 86% 88%
Annual Fees
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$163.18
(1.60% Exp. Ratio)
$20.40
(0.20% Exp. Ratio)
$71.39
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.99% annual return
$11,120.41 $16,989.64 $14,613.20
Est. savings over 30 yrs +$5,869.23 +$3,492.79
Return
As of 10/31/16
1 YR RETURN 0.13%
3 YR 0.17%
5 YR 0.28%
10 YR 1.16%
1 YR RETURN 1.61%
3 YR 1.21%
5 YR 1.04%
10 YR 2.84%
1 YR RETURN 1.30%
3 YR 1.11%
5 YR 0.89%
10 YR 2.60%
Description
The investment seeks income. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in debt securities issued by the U.S. government, its agencies and instrumentalities, repurchase agreements on those securities and hedging instruments approved by its Board of Trustees. It may invest up to 20% of its net assets in mortgage-backed securities that are not issued or guaranteed by the U.S. government, its agencies or instrumentalities, asset-backed securities, investment grade corporate debt obligations and certain other high quality debt obligations.
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.
The investment seeks a high level of total return that is consistent with preservation of capital. The fund invests 100% of its total assets in "U.S. government Obligations," which are defined as U.S. Treasury bills, notes and bonds, and other bonds and obligations issued or guaranteed by the U.S. government, or in Government National Mortgage Association mortgage-backed securities, which are debt securities representing part ownership in a pool of mortgage loans backed by the full faith and credit of the U.S. government, or in Government-sponsored enterprises. It 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.

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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