Investment Test Drive

FYGYX Nuveen Intermediate Government Bond I

3 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 FYGYX Nuveen Intermediate Government Bond I ISTB iShares Core 1-5 Year USD Bond SRBRX Federated Short-Interm Ttl Ret Bd R6  
Similarity
?
100% 86% 85%
Annual Fees
?
$55.17
(0.54% Exp. Ratio)
$8.17
(0.08% Exp. Ratio)
$36.78
(0.36% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$16,172.82 $18,573.97 $17,074.33
Est. savings over 30 yrs +$2,401.15 +$901.51
Return
As of 11/30/16
1 YR RETURN 0.16%
3 YR 0.87%
5 YR 1.01%
10 YR 3.13%
1 YR RETURN 2.14%
3 YR 1.32%
5 YR --
10 YR --
1 YR RETURN 1.77%
3 YR 1.09%
5 YR 1.73%
10 YR 3.98%
Description
The investment seeks to provide investors with current income to the extent consistent with the preservation of capital. The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in U.S. government bonds. U.S. government bonds are securities issued or guaranteed by the U.S. government or its agencies or instrumentalities. It may invest up to 20% of its total assets, collectively, in non-U.S. government debt obligations, asset-backed securities, residential and commercial mortgage-backed securities, corporate debt obligations, and municipal securities.
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.
The investment seeks total return. The fund's overall investment strategy is to invest in a portfolio consisting primarily of U.S. Treasury securities, U.S. government agency securities, (including mortgage-backed securities issued or guaranteed by U.S. government agencies or instrumentalities), mortgage-backed securities (MBS), asset-backed securities and investment-grade corporate securities. It will invest at least 80% of its net assets plus the amount of any borrowing for investment purposes in fixed-income securities. The fund may invest its assets in securities of other investment companies, including the securities of affiliated money market funds.

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!