Investment Test Drive

PLCSX Pacific Funds Short Duration Income C

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund PLCSX Pacific Funds Short Duration Income C HOSBX Homestead Short-Term Bond FATRX Frost Total Return Bond Investor  
100% 87% 88%
Annual Fees
(1.60% Exp. Ratio)
(0.74% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$10,970.92 $14,243.55 $14,200.56
Est. savings over 30 yrs +$3,272.63 +$3,229.64
As of 9/30/16
1 YR RETURN 1.70%
3 YR 1.02%
5 YR --
10 YR --
1 YR RETURN 2.07%
3 YR 1.49%
5 YR 2.12%
10 YR 3.53%
1 YR RETURN 4.89%
3 YR 3.80%
5 YR 5.02%
10 YR 5.88%
The investment seeks current income; capital appreciation is of secondary importance. The fund invests principally in income producing debt instruments. Under normal circumstances, it will invest at least 70% of its assets in investment grade debt instruments, including corporate debt, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 30% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.
The investment seeks current income while maintaining a low degree of share price fluctuation. The fund normally invests at least 80% of its net assets (plus borrowing for investment purposes) in fixed-income securities that are in the three highest credit categories as ranked by a NRSRO. The dollar-weighted average portfolio maturity of the fund is expected to be three years or less. These investments may include: commercial paper; corporate bonds; U.S. Treasury securities; securities issued or guaranteed by U.S. government entities, agencies or instrumentalities; municipal bonds; U.S. dollar-denominated debt securities of foreign issuers; and etc.
The investment seeks to maximize total return, consisting of income and capital appreciation, consistent with the preservation of principal. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities. The advisor actively manages the duration of the fund and purchases securities such that the average weighted duration of the fund's portfolio typically ranges within plus or minus three years of the fund benchmark's duration. Its fixed income investments focus primarily on investment grade securities, but may at times include securities rated below investment grade.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!