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MQLHX MFS Limited Maturity R3

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Fund MQLHX MFS Limited Maturity R3 IBDB iShares iBonds Mar 2018 Term Corporate VFSTX Vanguard Short-Term Investment-Grade Inv  
100% 88% 88%
Annual Fees
(0.85% Exp. Ratio)
(0.10% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$13,780.78 $17,276.54 $16,765.19
Est. savings over 30 yrs +$3,495.76 +$2,984.41
As of 9/30/16
1 YR RETURN 1.64%
3 YR 0.90%
5 YR 1.32%
10 YR 2.23%
1 YR RETURN 1.74%
3 YR 1.95%
5 YR --
10 YR --
1 YR RETURN 3.29%
3 YR 2.32%
5 YR 2.46%
10 YR 3.45%
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 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.
The investment seeks to provide current income while maintaining limited price volatility. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3.

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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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