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RBOFX American Funds Interm Bd Fd of Amer R5

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Fund RBOFX American Funds Interm Bd Fd of Amer R5 VFSTX Vanguard Short-Term Investment-Grade Inv  
Similarity
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100% 86%
Annual Fees
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$32.69
(0.32% Exp. Ratio)
$20.43
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$17,282.17 $17,917.35
Est. savings over 30 yrs +$635.17
Return
As of 11/30/16
1 YR RETURN 1.20%
3 YR 1.41%
5 YR 1.49%
10 YR 2.61%
1 YR RETURN 2.28%
3 YR 1.74%
5 YR 2.26%
10 YR 3.24%
Description
The investment seeks current income consistent with the maturity and quality standards and preservation of capital. The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better or unrated but determined to be of equivalent quality by the fund's investment adviser. The fund primarily invests in debt securities denominated in U.S. dollars.
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.

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Similarity

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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