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IIXIX Catalyst Insider Income I

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Fund IIXIX Catalyst Insider Income I LDRI PowerShares LadderRite 0-5Yr Corp Bd ETF HOSBX Homestead Short-Term Bond  
100% 88% 86%
Annual Fees
(0.76% Exp. Ratio)
(0.22% Exp. Ratio)
(0.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$14,598.34 $17,179.31 $14,686.86
Est. savings over 30 yrs +$2,580.97 +$88.52
As of 10/31/16
1 YR RETURN 1.55%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.84%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.08%
3 YR 1.42%
5 YR 2.10%
10 YR 3.51%
The investment seeks high current income with low interest rate sensitivity. The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by corporations whose executives are purchasing shares of the company's common stock. It may invest in corporate bonds of any credit quality, effective maturity or average modified duration, but the advisor intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years and an average modified duration of less than three and a half years. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the NASDAQ LadderRite® 0-5 Year USD Corporate Bond Index (the "underlying index"). The fund generally will invest at least 80% of its total assets in U.S. and foreign investment grade corporate bonds that comprise the underlying index. The underlying index measures potential returns of a theoretical portfolio of fixed income securities with a yield curve based upon remaining effective terms to maturity of five years or less. The fund is non-diversified.
The investment seeks current income while maintaining a low degree of share price fluctuation. The fund normally invests at least 80% of its net assets (plus borrowing for investment purposes) in fixed-income securities that are in the three highest credit categories as ranked by a NRSRO. The dollar-weighted average portfolio maturity of the fund is expected to be three years or less. These investments may include: commercial paper; corporate bonds; U.S. Treasury securities; securities issued or guaranteed by U.S. government entities, agencies or instrumentalities; municipal bonds; U.S. dollar-denominated debt securities of foreign issuers; and etc.

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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.

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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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