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TCUDX Trust For Credit Unions Short Dur Inst

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Fund TCUDX Trust For Credit Unions Short Dur Inst SCHO Schwab Short-Term US Treasury ETF™ FSBAX Fidelity® Short-Term Treasury Bd Idx Prm  
100% 92% 91%
Annual Fees
(0.36% Exp. Ratio)
(0.08% Exp. Ratio)
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.80% annual return
$15,307.61 $16,652.08 $16,602.16
Est. savings over 30 yrs +$1,344.47 +$1,294.55
As of 9/30/16
1 YR RETURN 0.61%
3 YR 0.60%
5 YR 0.56%
10 YR 2.04%
1 YR RETURN 0.79%
3 YR 0.76%
5 YR 0.60%
10 YR --
1 YR RETURN 1.39%
3 YR 1.30%
5 YR 0.99%
10 YR 2.86%
The investment seeks to achieve a high level of current income, consistent with relatively low volatility of principal, by investing in obligations authorized under the Federal Credit Union Act. During normal market conditions, the advisor intends to invest a substantial portion of its assets in mortgage-related securities that are U.S. government securities. The advisor will attempt, through the purchase of securities with short or negative durations, to limit the effect of interest rate fluctuations on the Portfolio's NAV.
The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the 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.

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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.


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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