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FPOBX Franklin Payout 2017 Advisor

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Fund FPOBX Franklin Payout 2017 Advisor TDFPX TDAM 1- to 5-Year Corporate Bond  
Similarity
?
100% 92%
Annual Fees
?
$44.96
(0.44% Exp. Ratio)
$0.00
(0.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.18% annual return
$16,722.23 $19,087.43
Est. savings over 30 yrs +$2,365.20
Return
As of 11/30/16
1 YR RETURN 1.50%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.75%
3 YR 1.39%
5 YR --
10 YR --
Description
The investment seeks capital preservation and income with a pre-determined maturity date. Under normal market conditions, the fund invests predominantly in U.S. dollar denominated investment grade debt securities and investments, including government and corporate debt securities and asset-backed securities and municipal securities. It focuses on investment grade securities and investments or in unrated securities and investments the investment manager determines are of comparable quality.
The investment seeks to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds with a term to maturity of between 1 and 5 years. For purposes of such policy, "bonds" includes bonds, debentures, notes and zero coupon obligations. The advisor currently anticipates that it will only purchase bonds that are, at the time of investment, rated investment grade (BBB- or above by Standard & Poor's Ratings Services ("S&P") or Fitch Ratings Inc. ("Fitch") or Baa3 or above by Moody's Investors Service, Inc. ("Moody's")) or their unrated equivalents.

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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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