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BXDIX Barings Active Short Duration Bond I

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Fund BXDIX Barings Active Short Duration Bond I IBDK iShares iBonds Dec 2019 Term Corporate  
Similarity
?
100% 87%
Annual Fees
?
$40.87
(0.40% Exp. Ratio)
$10.22
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$16,869.89 $18,462.76
Est. savings over 30 yrs +$1,592.87
Return
As of 11/30/16
1 YR RETURN 2.39%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.61%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to achieve a high total rate of return primarily from current income while minimizing fluctuations in capital values by investing primarily in a diversified portfolio of short-term investment grade fixed income securities. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in investment grade fixed income securities (rated Baa3 or higher by Moody's or BBB- or higher by S&P or Fitch or, if unrated, determined to be of comparable quality by the Manager).
The investment seeks to track the investment results of the Bloomberg Barclays December 2019 Maturity Corporate Index which composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2019. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The underlying index includes U.S. dollar-denominated, investment-grade securities publicly issued by U.S. and non-U.S. corporate issuers that have $250 million or more of outstanding face value at the time of inclusion. The fund 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.

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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

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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