Investment Test Drive

KCLVX Knights of Columbus Limited Dur Bd Inv

6 lower fee alternatives found

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Fund KCLVX Knights of Columbus Limited Dur Bd Inv UMNOX Lazard US Short Duration Fixed Inc Open ABSNX Advantus Short Duration Bond Investor  
100% 93% 93%
Annual Fees
(0.95% Exp. Ratio)
(0.70% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$13,371.43 $14,421.85 $14,421.85
Est. savings over 30 yrs +$1,050.42 +$1,050.42
As of 9/30/16
1 YR RETURN 1.07%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.69%
3 YR 0.73%
5 YR 0.74%
10 YR --
1 YR RETURN 1.30%
3 YR --
5 YR --
10 YR --
The investment seeks current income and capital preservation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds. It invests primarily in U.S. issuers and investment-grade securities, but may hold securities that are rated below investment grade ("high yield" or "junk bonds"). The fund may invest in securities with any maturity or duration, but seeks to maintain an average duration similar to that of the Barclays Capital 1-3 Year U.S. government/Credit Index, which generally ranges between zero and three years.
The investment seeks total return and preservation of capital. Under normal circumstances, the Portfolio invests at least 80% of its assets in fixed-income securities of U.S. issuers, including U.S. government securities, corporate securities, mortgage-related and asset-backed securities, convertible securities, municipal securities, structured products, preferred stocks and inflation- indexed-securities. It may invest up to 20% of its assets in other securities which need not be fixed-income securities of U.S. issuers.
The investment seeks current income while preserving capital and maintaining liquidity. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Normally, it seeks to maintain an average dollar-weighted effective duration of 3 years or less. The fund may also invest up to (i) 20% of its total assets in securities rated lower than investment grade or unrated securities of comparable quality as determined by the Adviser and (ii) 25% of its total assets in non-U.S. issuers, of which no more than 10% of its total assets will be invested in securities denominated in foreign currencies.

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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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