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RSHFX RBC Short Duration Fixed Income F

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Fund RSHFX RBC Short Duration Fixed Income F TDFPX TDAM 1- to 5-Year Corporate Bond SLQD iShares 0-5 Year Invmt Grd Corp Bd  
100% 85% 88%
Annual Fees
(0.45% Exp. Ratio)
(0.00% Exp. Ratio)
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$15,546.33 $17,798.77 $17,376.52
Est. savings over 30 yrs +$2,252.44 +$1,830.19
As of 9/30/16
1 YR RETURN 2.55%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.66%
3 YR 2.05%
5 YR --
10 YR --
1 YR RETURN 2.71%
3 YR --
5 YR --
10 YR --
The investment seeks to achieve a high level of current income consistent with preservation of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets in fixed income securities. The fixed income securities in which the fund may invest include, but are not limited to, bonds, convertible securities, municipal securities, mortgage-related and asset-backed securities, and obligations of U.S. and foreign governments and their agencies. The fund may invest in securities with fixed, floating or variable rates of interest.
The investment seeks to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds with a term to maturity of between 1 and 5 years. For purposes of such policy, "bonds" includes bonds, debentures, notes and zero coupon obligations. The advisor currently anticipates that it will only purchase bonds that are, at the time of investment, rated investment grade (BBB- or above by Standard & Poor's Ratings Services ("S&P") or Fitch Ratings Inc. ("Fitch") or Baa3 or above by Moody's Investors Service, Inc. ("Moody's")) or their unrated equivalents.
The investment seeks to track the investment results of the Markit iBoxx® USD Liquid Investment Grade 0-5 Index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities of less than five years. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is designed to reflect the performance of U.S. dollar-denominated investment-grade corporate debt.

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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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