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SDBNX Schroder Short Duration Bond Investor

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Fund SDBNX Schroder Short Duration Bond Investor TDFPX TDAM 1- to 5-Year Corporate Bond SLQD iShares 0-5 Year Invmt Grd Corp Bd  
Similarity
?
100% 92% 93%
Annual Fees
?
$55.10
(0.54% Exp. Ratio)
$0.00
(0.00% Exp. Ratio)
$8.16
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$15,601.07 $18,352.74 $17,917.34
Est. savings over 30 yrs +$2,751.66 +$2,316.27
Return
As of 10/31/16
1 YR RETURN 1.87%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.50%
3 YR 1.75%
5 YR --
10 YR --
1 YR RETURN 2.43%
3 YR 1.77%
5 YR --
10 YR --
Description
The investment seeks long-term total return consistent with the preservation of capital. The fund seeks to achieve its investment objective by investing primarily in a portfolio of U.S. dollar-denominated, investment grade fixed income securities. It normally invests at least 80% of its net assets, plus the amount of any borrowing for investment purposes, in fixed income securities. The fund may invest up to 10% of its net assets in securities that are rated below investment grade or are unrated securities that the fund's adviser ("Schroders"), determines are of comparable quality.
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.

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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

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