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ITAAX Transamerica Short-Term Bond A

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Fund ITAAX Transamerica Short-Term Bond A THOPX Thompson Bond MINC AdvisorShares Newfleet Mult-Sect Inc ETF  
100% 89% 89%
Annual Fees
(0.84% Exp. Ratio)
(0.71% Exp. Ratio)
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$14,315.31 $14,889.17 $14,665.87
Est. savings over 30 yrs +$573.86 +$350.56
As of 12/31/16
1 YR RETURN 2.92%
3 YR 1.52%
5 YR 2.65%
10 YR 3.77%
1 YR RETURN 10.42%
3 YR 2.69%
5 YR 4.01%
10 YR 5.68%
1 YR RETURN 3.24%
3 YR 2.21%
5 YR --
10 YR --
The investment seeks a high level of income consistent with minimal fluctuation in principal value and liquidity. The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in fixed-income securities. The fund's portfolio weighted average duration will typically range from 1 to 2.5 years. The manager expects to typically invest no more than 10% of its net assets, but may invest up to 20% of its net assets, in high-yield debt securities (commonly known as "junk bonds").
The investment seeks a higher level of current income while preserving capital. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of bonds, including corporate bonds of domestic issuers and of foreign issuers payable in U.S. dollars, short-term debt instruments, mortgage- and asset-related securities, bonds of foreign government issuers (including its agencies and instrumentalities) payable in U.S. dollars, and U.S. Treasury securities and other debt securities issued or guaranteed by the U.S. government (including its agencies and instrumentalities).
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.

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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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