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STUSX Shelton Short Term US Government Bd Dir

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Fund STUSX Shelton Short Term US Government Bd Dir VSBSX Vanguard Short-Term Govt Bd Idx Admiral VGSH Vanguard Short-Term Government Bond ETF  
Similarity
?
100% 93% 93%
Annual Fees
?
$60.17
(0.59% Exp. Ratio)
$7.14
(0.07% Exp. Ratio)
$7.14
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.99% annual return
$15,116.50 $17,677.69 $17,677.69
Est. savings over 30 yrs +$2,561.20 +$2,561.20
Return
As of 12/31/16
1 YR RETURN 0.27%
3 YR -0.04%
5 YR -0.11%
10 YR 1.42%
1 YR RETURN 0.78%
3 YR 0.60%
5 YR 0.49%
10 YR --
1 YR RETURN 0.77%
3 YR 0.60%
5 YR 0.50%
10 YR --
Description
The investment seeks liquidity, safety from credit risk, preservation of investors principal and as high a level of income as is consistent with these objectives. The fund typically invests in short and intermediate-term fixed income securities whose principal and interest are backed by the full faith and credit of the U.S. Federal government and its agencies or instrumentalities. The Manager will invest at least 80% of the fund's assets (which includes the amount of any borrowings for investment purposes) in securities issued by the U.S. government and its agencies or instrumentalities.
The investment seeks to track the performance of a market-weighted government bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 1-3 Year Government Float Adjusted Index. This index includes fixed income securities issued by the U.S. Treasury and U.S. government agencies and instrumentalities, as well as corporate or dollar-denominated foreign debt guaranteed by the U.S. government, all with maturities between 1 and 3 years. At least 80% of the fund's assets will be invested in bonds included in the index.
The investment seeks to track the performance of a market-weighted government bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 1-3 Year Government Float Adjusted Index. This index includes fixed income securities issued by the U.S. Treasury and U.S. government agencies and instrumentalities, as well as corporate or dollar-denominated foreign debt guaranteed by the U.S. government, all with maturities between 1 and 3 years. At least 80% of the fund's assets will be invested in bonds included in the index.

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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.

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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

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