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ELDCX MFS Limited Maturity 529C

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Fund ELDCX MFS Limited Maturity 529C IBDB iShares iBonds Mar 2018 Term Corporate FLRN SPDR® Barclays Investment Grd Fl Rt ETF  
100% 88% 86%
Annual Fees
(1.65% Exp. Ratio)
(0.10% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$10,804.90 $17,272.48 $17,015.00
Est. savings over 30 yrs +$6,467.57 +$6,210.10
As of 9/30/16
1 YR RETURN 0.67%
3 YR 0.04%
5 YR 0.48%
10 YR 1.37%
1 YR RETURN 1.74%
3 YR 1.95%
5 YR --
10 YR --
1 YR RETURN 1.32%
3 YR 0.68%
5 YR --
10 YR --
The investment seeks total return with an emphasis on current income; but also considering capital preservation. The fund normally invests its assets primarily in debt instruments. Debt instruments include U.S. government securities, corporate bonds, foreign government securities, asset-backed securities, and other obligations to repay money borrowed. Its dollar-weighted average effective maturity will normally not exceed five years.
The investment seeks to track the investment results of the Barclays 2018 Maturity Corporate Index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing after March 31, 2017 and before April 1, 2018. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) of the underlying index, except during the last months of the fund's operations. The underlying index is sponsored by Barclays Capital Inc. or its affiliates (the "index provider" or "Barclays"), which is independent of the fund and BFA. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays U.S. Dollar Floating Rate Note < 5 Years Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of U.S. dollar-denominated, investment grade floating rate notes. The fund is non-diversified.

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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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