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SBSTX Western Asset Short-Term Bond A

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Fund SBSTX Western Asset Short-Term Bond A VFSTX Vanguard Short-Term Investment-Grade Inv SRBRX Federated Short-Interm Ttl Ret Bd R6  
100% 86% 85%
Annual Fees
(0.77% Exp. Ratio)
(0.20% Exp. Ratio)
(0.36% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$14,619.88 $17,360.83 $16,544.96
Est. savings over 30 yrs +$2,740.94 +$1,925.08
As of 12/31/16
1 YR RETURN 1.85%
3 YR 0.95%
5 YR 1.40%
10 YR 1.63%
1 YR RETURN 2.72%
3 YR 1.84%
5 YR 2.19%
10 YR 3.23%
1 YR RETURN 2.70%
3 YR 1.35%
5 YR 1.59%
10 YR 4.04%
The investment seeks current income, preservation of capital and liquidity. The fund normally invests at least 80% of its assets in "investment grade" fixed income securities. Securities in which the fund invests include corporate debt securities, bank obligations, mortgage- and asset-backed securities and securities issued by the U.S. government and its agencies and instrumentalities. It may invest up to 25% of its assets in U.S. dollar denominated securities of non-U.S. issuers. The fund may also engage in a variety of transactions using derivatives in order to change the investment characteristics of its portfolio and for other purposes.
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.
The investment seeks total return. The fund's overall investment strategy is to invest in a portfolio consisting primarily of U.S. Treasury securities, U.S. government agency securities, (including mortgage-backed securities issued or guaranteed by U.S. government agencies or instrumentalities), mortgage-backed securities (MBS), asset-backed securities and investment-grade corporate securities. It will invest at least 80% of its net assets plus the amount of any borrowing for investment purposes in fixed-income securities. The fund may invest its assets in securities of other investment companies, including the securities of affiliated money market funds.

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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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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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