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LUBFX Lord Abbett Ultra Short Bond F

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Fund LUBFX Lord Abbett Ultra Short Bond F TDFPX TDAM 1- to 5-Year Corporate Bond VBIRX Vanguard Short-Term Bond Index Adm  
100% 89% 95%
Annual Fees
(0.35% Exp. Ratio)
(0.00% Exp. Ratio)
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$16,025.49 $17,802.96 $17,328.50
Est. savings over 30 yrs +$1,777.47 +$1,303.01
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.66%
3 YR 2.05%
5 YR --
10 YR --
1 YR RETURN 1.97%
3 YR 1.65%
5 YR 1.49%
10 YR 3.22%
The investment seeks current income consistent with the preservation of capital. Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investment grade debt securities of various types. It may invest up to 15% of its net assets in securities rated BBB/Baa by a rating agency or determined by the advisor to be of comparable quality. Normally, the fund seeks to invest in fixed-rate debt securities with a maximum weighted average maturity of 2.25 years.
The investment seeks to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds with a term to maturity of between 1 and 5 years. For purposes of such policy, "bonds" includes bonds, debentures, notes and zero coupon obligations. The advisor currently anticipates that it will only purchase bonds that are, at the time of investment, rated investment grade (BBB- or above by Standard & Poor's Ratings Services ("S&P") or Fitch Ratings Inc. ("Fitch") or Baa3 or above by Moody's Investors Service, Inc. ("Moody's")) or their unrated equivalents.
The investment seeks to track the performance of a market-weighted bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. This index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 1 and 5 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds held in the index.

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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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