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EGBTX Eagle Investment Grade Bond R5

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Fund EGBTX Eagle Investment Grade Bond R5 VFSTX Vanguard Short-Term Investment-Grade Inv  
100% 95%
Annual Fees
(0.43% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.18% annual return
$16,772.69 $17,974.78
Est. savings over 30 yrs +$1,202.10
As of 11/30/16
1 YR RETURN 2.09%
3 YR 1.71%
5 YR 1.74%
10 YR --
1 YR RETURN 2.28%
3 YR 1.74%
5 YR 2.26%
10 YR 3.24%
The investment seeks current income and preservation of capital. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of U.S. and foreign investment grade fixed income instruments of varying maturities. The average portfolio duration of the fund is expected to vary and may generally range anywhere from two to seven years based upon economic and market conditions. The fund's strategy is to actively allocate assets among market sectors.
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".

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