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OGUCX JPMorgan Limited Duration Bd C

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Fund OGUCX JPMorgan Limited Duration Bd C ISTB iShares Core 1-5 Year USD Bond VFSTX Vanguard Short-Term Investment-Grade Inv  
100% 88% 88%
Annual Fees
(1.20% Exp. Ratio)
(0.08% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$12,832.88 $17,996.52 $17,359.30
Est. savings over 30 yrs +$5,163.64 +$4,526.41
As of 12/31/16
1 YR RETURN 0.56%
3 YR 0.59%
5 YR 1.71%
10 YR 1.86%
1 YR RETURN 2.65%
3 YR 1.51%
5 YR --
10 YR --
1 YR RETURN 2.72%
3 YR 1.84%
5 YR 2.19%
10 YR 3.23%
The investment seeks a high level of current income consistent with low volatility of principal. The fund mainly invests in mortgage-backed securities, asset-backed securities, mortgage-related securities, adjustable rate mortgages, money market instruments, and structured investments. It will invest at least 80% of its net assets plus the amount of borrowings for investment purposes in bonds. The fund seeks to maintain duration of three years or less, although, under certain market conditions such as in periods of significant volatility in interest rates and spreads, the fund's duration may be longer than three years.
The investment seeks to track the investment results of the Bloomberg Barclays U.S. Universal 1-5 Year Index, which measures the performance of U.S. dollar-denominated taxable bonds that are rated either investment-grade or high yield with remaining maturities between one and five years. The fund invests at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index.
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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