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ASDCX AAM/HIMCO Short Duration C

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Fund ASDCX AAM/HIMCO Short Duration C VFSTX Vanguard Short-Term Investment-Grade Inv SRBRX Federated Short-Interm Ttl Ret Bd R6  
Similarity
?
100% 85% 85%
Annual Fees
?
$162.25
(1.59% Exp. Ratio)
$20.41
(0.20% Exp. Ratio)
$36.74
(0.36% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$11,346.91 $17,282.92 $16,470.71
Est. savings over 30 yrs +$5,936.00 +$5,123.80
Return
As of 10/31/16
1 YR RETURN 1.77%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.16%
3 YR 2.12%
5 YR 2.33%
10 YR 3.40%
1 YR RETURN 2.48%
3 YR 1.50%
5 YR 1.84%
10 YR 4.17%
Description
The investment seeks current income and long-term total return. The fund has an investment policy whereby at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested, under normal circumstances, in fixed income instruments. It normally invests at least 65% of its total assets in "investment grade" securities. The fund may invest up to 35% of its total assets in non-investment grade securities (often called "junk bonds"), as well as bank loans and loan participation interests.
The investment seeks to provide current income while maintaining limited price volatility. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3.
The investment seeks total return. The fund's overall investment strategy is to invest in a portfolio consisting primarily of U.S. Treasury securities, U.S. government agency securities, (including mortgage-backed securities issued or guaranteed by U.S. government agencies or instrumentalities), mortgage-backed securities (MBS), asset-backed securities and investment-grade corporate securities. It will invest at least 80% of its net assets plus the amount of any borrowing for investment purposes in fixed-income securities. The fund may invest its assets in securities of other investment companies, including the securities of affiliated money market funds.

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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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