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CBOCX American Funds Interm Bd Fd of Amer 529C

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Fund CBOCX American Funds Interm Bd Fd of Amer 529C VBIRX Vanguard Short-Term Bond Index Adm BSV Vanguard Short-Term Bond ETF  
Similarity
?
100% 94% 94%
Annual Fees
?
$149.16
(1.46% Exp. Ratio)
$9.20
(0.09% Exp. Ratio)
$9.20
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$12,237.95 $18,518.28 $18,518.28
Est. savings over 30 yrs +$6,280.33 +$6,280.33
Return
As of 11/30/16
1 YR RETURN 0.09%
3 YR 0.28%
5 YR 0.35%
10 YR 1.47%
1 YR RETURN 1.14%
3 YR 1.09%
5 YR 1.23%
10 YR 2.98%
1 YR RETURN 1.14%
3 YR 1.07%
5 YR 1.22%
10 YR 2.96%
Description
The investment seeks current income consistent with the maturity and quality standards and preservation of capital. The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better or unrated but determined to be of equivalent quality by the fund's investment adviser. The fund primarily invests in debt securities denominated in U.S. dollars.
The investment seeks to track the performance of a market-weighted 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. 1-5 Year Government/Credit Float Adjusted Index. This index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 1 and 5 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
The investment seeks to track the performance of a market-weighted 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. 1-5 Year Government/Credit Float Adjusted Index. This index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 1 and 5 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held 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.

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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