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STIIX Pioneer Short Term Income C2

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Fund STIIX Pioneer Short Term Income C2 ISTB iShares Core 1-5 Year USD Bond IBDB iShares iBonds Mar 2018 Term Corporate  
100% 85% 86%
Annual Fees
(1.04% Exp. Ratio)
(0.08% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$13,007.10 $17,376.52 $17,272.48
Est. savings over 30 yrs +$4,369.41 +$4,265.37
As of 9/30/16
1 YR RETURN 1.40%
3 YR 1.05%
5 YR 1.71%
10 YR 2.59%
1 YR RETURN 3.05%
3 YR 1.85%
5 YR --
10 YR --
1 YR RETURN 1.74%
3 YR 1.95%
5 YR --
10 YR --
The investment seeks a high level of current income to the extent consistent with a relatively high level of stability of principal. Normally, at least 80% of the fund's net assets (plus the amount of borrowings, if any, for investment purposes) are invested in debt securities that are rated investment grade at the time of purchase or cash and cash equivalents. The fund may invest up to 20% of its total assets in securities of non-U.S. issuers, including up to 5% of its total assets in debt securities of emerging market issuers.
The investment seeks to track the investment results of the Bloomberg Barclays U.S. Universal 1-5 Year Index, which measures the performance of U.S. dollar-denominated taxable bonds that are rated either investment-grade or high yield with remaining maturities between one and five years. The fund invests at least 90% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index.
The investment seeks to track the investment results of the Barclays 2018 Maturity Corporate Index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing after March 31, 2017 and before April 1, 2018. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) of the underlying index, except during the last months of the fund's operations. The underlying index is sponsored by Barclays Capital Inc. or its affiliates (the "index provider" or "Barclays"), which is independent of the fund and BFA. The fund is non-diversified.

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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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