Investment Test Drive

CPPEX American Funds Preservation Port 529E

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Fund CPPEX American Funds Preservation Port 529E VBIRX Vanguard Short-Term Bond Index Adm BSV Vanguard Short-Term Bond ETF  
Similarity
?
100% 90% 90%
Annual Fees
?
$101.16
(0.99% Exp. Ratio)
$9.20
(0.09% Exp. Ratio)
$9.20
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.18% annual return
$14,161.83 $18,578.74 $18,578.74
Est. savings over 30 yrs +$4,416.91 +$4,416.91
Return
As of 11/30/16
1 YR RETURN 0.63%
3 YR 0.78%
5 YR --
10 YR --
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 to provide current income, consistent with preservation of capital. The fund invests in a mix of American Funds bond funds. It will principally invest in funds that seek current income through bond investments. The underlying funds may hold securities issued and guaranteed by the U.S. government, securities issued by federal agencies and instrumentalities and securities backed by mortgages or other assets. The investment adviser anticipates that exposure to mortgage-backed securities and asset-backed securities may help the fund generate current income.
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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