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STBAX Invesco Short Term Bond A

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Fund STBAX Invesco Short Term Bond A USSBX USAA Short-Term Bond  
100% 91%
Annual Fees
(0.68% Exp. Ratio)
(0.61% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$15,021.63 $15,342.52
Est. savings over 30 yrs +$320.88
As of 12/31/16
1 YR RETURN 2.86%
3 YR 1.47%
5 YR 1.95%
10 YR 1.74%
1 YR RETURN 3.00%
3 YR 1.56%
5 YR 1.95%
10 YR 3.34%
The investment seeks total return, comprised of current income and capital appreciation. The fund normally invests at least 80% of its net assets in fixed-income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in investment grade fixed-income securities. The fund may invest up to 25% of its net assets in foreign debt securities, including debt securities of issuers located in emerging markets countries. The advisor will attempt to maintain an effective dollar-weighted average portfolio maturity and duration of less than three years.
The investment seeks high current income consistent with preservation of principal. The fund normally invests at least 80% of its assets in a broad range of investment-grade debt securities that have a dollar-weighted average portfolio maturity of three years or less. The debt securities in which the fund may invest include, among others, obligations of U.S., state, and local governments, their agencies and instrumentalities; mortgage- and asset-backed securities; corporate debt securities; repurchase agreements; and other securities believed to have debt-like characteristics.

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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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