Investment Test Drive

DTCPX DFA Targeted Credit Institutional

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund DTCPX DFA Targeted Credit Institutional IBDK iShares iBonds Dec 2019 Term Corporate ISTB iShares Core 1-5 Year USD Bond  
Similarity
?
100% 94% 89%
Annual Fees
?
$20.43
(0.20% Exp. Ratio)
$10.22
(0.10% Exp. Ratio)
$8.17
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$17,916.30 $18,462.76 $18,573.97
Est. savings over 30 yrs +$546.46 +$657.67
Return
As of 11/30/16
1 YR RETURN 2.09%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.61%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.14%
3 YR 1.32%
5 YR --
10 YR --
Description
The investment seeks to maximize total returns from the universe of debt securities in which the Portfolio invests. The fund seeks to maximize total returns from a universe of U.S. and foreign corporate debt securities that mature within five years from the date of settlement. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in debt securities.
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.
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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!