Investment Test Drive

HSDRX Hartford Short Duration R3

7 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 HSDRX Hartford Short Duration R3 VFSTX Vanguard Short-Term Investment-Grade Inv THLIX Thrivent Limited Maturity Bond S  
Similarity
?
100% 93% 92%
Annual Fees
?
$117.37
(1.15% Exp. Ratio)
$20.41
(0.20% Exp. Ratio)
$38.78
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$13,031.83 $17,362.87 $16,447.55
Est. savings over 30 yrs +$4,331.04 +$3,415.72
Return
As of 12/31/16
1 YR RETURN 2.71%
3 YR 1.11%
5 YR 1.67%
10 YR 2.27%
1 YR RETURN 2.72%
3 YR 1.84%
5 YR 2.19%
10 YR 3.23%
1 YR RETURN 2.75%
3 YR 1.71%
5 YR 1.90%
10 YR 2.68%
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 provide current income while maintaining limited price volatility. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3.
The investment seeks a high level of current income consistent with stability of principal. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in debt securities or preferred stock in at least the "Baa" major rating category by Moody's or at least in the "BBB" major rating category by S&P or unrated securities considered to be of comparable quality by the fund's Adviser. The dollar-weighted average effective maturity for the fund is expected to be between one and five years.

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!