Investment Test Drive

OLTCX Oppenheimer Limited-Term Government C

3 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 OLTCX Oppenheimer Limited-Term Government C VSGBX Vanguard Short-Term Federal Inv FTSD Franklin Liberty Short Dur US Govt ETF  
Similarity
?
100% 85% 86%
Annual Fees
?
$163.18
(1.60% Exp. Ratio)
$20.40
(0.20% Exp. Ratio)
$30.60
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.99% annual return
$11,132.52 $17,008.14 $16,504.23
Est. savings over 30 yrs +$5,875.62 +$5,371.71
Return
As of 12/31/16
1 YR RETURN -0.10%
3 YR -0.03%
5 YR 0.07%
10 YR 1.01%
1 YR RETURN 1.14%
3 YR 1.01%
5 YR 0.82%
10 YR 2.71%
1 YR RETURN 1.01%
3 YR 0.65%
5 YR --
10 YR --
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 current income as is consistent with prudent investing, while seeking preservation of capital. Under normal market conditions, the fund invests at least 80% of its net assets in securities issued or guaranteed by the U.S. government, its agencies, or instrumentalities. It is an actively managed exchange-traded fund ("ETF") that does not seek to replicate the performance of a specified index. To pursue its investment goal, it may invest in certain interest rate-related derivative transactions, principally interest rate, bond, U.S. Treasury and fixed income index futures contracts.

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!