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PYSBX Payden Low Duration Fund

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Fund PYSBX Payden Low Duration Fund ISTB iShares Core 1-5 Year USD Bond SCPB SPDR® Barclays Short Term Corp Bd ETF  
100% 87% 85%
Annual Fees
(0.45% Exp. Ratio)
(0.08% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$15,545.87 $17,376.01 $17,168.53
Est. savings over 30 yrs +$1,830.13 +$1,622.66
As of 9/30/16
1 YR RETURN 1.82%
3 YR 1.22%
5 YR 1.75%
10 YR 2.70%
1 YR RETURN 3.05%
3 YR 1.85%
5 YR --
10 YR --
1 YR RETURN 2.18%
3 YR 1.52%
5 YR 1.89%
10 YR --
The investment seeks a high level of total return that is consistent with preservation of capital. The fund invests in a wide variety of debt instruments and income-producing securities payable primarily in U.S. dollars. It invests at least 75% of its total assets in investment grade debt securities, but may invest up to 25% of its total assets in debt securities rated below investment grade (commonly called "junk bonds"). The overall average credit quality of the fund will remain investment grade. It is non-diversified.
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 investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays U.S. 1-3 Year Corporate Bond Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of the short term U.S. corporate bond market. 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.

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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