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MQLFX MFS Limited Maturity A

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Fund MQLFX MFS Limited Maturity A TDFPX TDAM 1- to 5-Year Corporate Bond IBDB iShares iBonds Mar 2018 Term Corporate  
100% 85% 91%
Annual Fees
(0.75% Exp. Ratio)
(0.00% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$14,200.14 $17,798.25 $17,271.97
Est. savings over 30 yrs +$3,598.10 +$3,071.83
As of 9/30/16
1 YR RETURN 1.57%
3 YR 0.95%
5 YR 1.35%
10 YR 2.33%
1 YR RETURN 2.66%
3 YR 2.05%
5 YR --
10 YR --
1 YR RETURN 1.74%
3 YR 1.95%
5 YR --
10 YR --
The investment seeks total return with an emphasis on current income; but also considering capital preservation. The fund normally invests its assets primarily in debt instruments. Debt instruments include U.S. government securities, corporate bonds, foreign government securities, asset-backed securities, and other obligations to repay money borrowed. Its dollar-weighted average effective maturity will normally not exceed five 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 investment results of the Barclays 2018 Maturity Corporate Index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing after March 31, 2017 and before April 1, 2018. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) of the underlying index, except during the last months of the fund's operations. The underlying index is sponsored by Barclays Capital Inc. or its affiliates (the "index provider" or "Barclays"), which is independent of the fund and BFA. The fund is non-diversified.

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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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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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