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CBOFX American Funds Interm Bd Fd of Amer 529F

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Fund CBOFX American Funds Interm Bd Fd of Amer 529F ISTB iShares Core 1-5 Year USD Bond VFSTX Vanguard Short-Term Investment-Grade Inv  
100% 90% 85%
Annual Fees
(0.47% Exp. Ratio)
(0.08% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$16,007.57 $18,000.23 $17,362.87
Est. savings over 30 yrs +$1,992.66 +$1,355.30
As of 12/31/16
1 YR RETURN 1.28%
3 YR 1.46%
5 YR 1.23%
10 YR 2.51%
1 YR RETURN 2.65%
3 YR 1.51%
5 YR --
10 YR --
1 YR RETURN 2.72%
3 YR 1.84%
5 YR 2.19%
10 YR 3.23%
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 investment results of the Bloomberg Barclays U.S. Universal 1-5 Year Index, which measures the performance of U.S. dollar-denominated taxable bonds that are rated either investment-grade or high yield with remaining maturities between one and five years. The fund invests at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index.
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.

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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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