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GIFRX Goldman Sachs Short Duration Inc R

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Fund GIFRX Goldman Sachs Short Duration Inc R MINC AdvisorShares Newfleet Mult-Sect Inc ETF FATRX Frost Total Return Bond Investor  
100% 88% 88%
Annual Fees
(1.04% Exp. Ratio)
(0.75% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$13,007.10 $14,200.56 $14,200.56
Est. savings over 30 yrs +$1,193.46 +$1,193.46
As of 9/30/16
1 YR RETURN 2.09%
3 YR 1.27%
5 YR --
10 YR --
1 YR RETURN 3.05%
3 YR 2.63%
5 YR --
10 YR --
1 YR RETURN 4.89%
3 YR 3.80%
5 YR 5.02%
10 YR 5.88%
The investment seeks total return consisting of income and capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in U.S. or foreign fixed income securities. It may not invest, in the aggregate, more than 20% of its total assets (not including securities lending collateral and any investment of that collateral) measured at the time of purchase in emerging countries debt and non-investment grade fixed income securities. The fund's maximum target duration under normal interest rate conditions is expected to be approximately 3.5 years.
The investment seeks to provide current income consistent with preservation of capital, while limiting fluctuations in net asset value ("NAV") due to changes in interest rates. The Sub-Advisor applies a time-tested approach and extensive credit research to capitalize on opportunities across undervalued areas of the bond markets. The fund principally invests in investment-grade securities, which are securities with credit ratings within the four highest rating categories of a nationally recognized statistical rating organization or, if unrated, those securities that the Sub-Advisor determines to be of comparable quality.
The investment seeks to maximize total return, consisting of income and capital appreciation, consistent with the preservation of principal. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities. The advisor actively manages the duration of the fund and purchases securities such that the average weighted duration of the fund's portfolio typically ranges within plus or minus three years of the fund benchmark's duration. Its fixed income investments focus primarily on investment grade securities, but may at times include securities rated below investment grade.

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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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