Investment Test Drive

HSDIX Hartford Short Duration 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 HSDIX Hartford Short Duration I VSCSX Vanguard Short-Term Corp Bd Idx Admiral VCSH Vanguard Short-Term Corporate Bond ETF  
Similarity
?
100% 92% 92%
Annual Fees
?
$55.10
(0.54% Exp. Ratio)
$10.20
(0.10% Exp. Ratio)
$10.20
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$15,601.07 $17,810.06 $17,810.06
Est. savings over 30 yrs +$2,208.99 +$2,208.99
Return
As of 10/31/16
1 YR RETURN 2.86%
3 YR 1.83%
5 YR 2.33%
10 YR 2.85%
1 YR RETURN 3.04%
3 YR 2.23%
5 YR 2.70%
10 YR --
1 YR RETURN 3.06%
3 YR 2.23%
5 YR 2.69%
10 YR --
Description
The investment seeks to provide current income and long-term total return. The fund seeks its investment objective by investing in securities that the sub-adviser considers to be attractive giving consideration to both yield and total return. It normally invests in "investment grade" securities. The fund may invest up to 35% of its net assets in securities rated below "investment grade" as well as bank loans or loan participation interests in secured or unsecured variable, fixed or floating rate loans to U.S. and foreign corporations, partnerships and other entities. It normally will maintain a dollar weighted average duration of less than 3 years.
The investment seeks to track the performance of a market-weighted corporate bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by industrial, utility, and financial companies, with maturities between 1 and 5 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.
The investment seeks to track the performance of a market-weighted corporate bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by industrial, utility, and financial companies, with maturities between 1 and 5 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.

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!