Investment Test Drive

BUSIX Sterling Capital Ultra Short Bond Instl

5 lower fee alternatives found

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Fund BUSIX Sterling Capital Ultra Short Bond Instl NEAR iShares Short Maturity Bond NUSFX Northern Ultra-Short Fixed Income  
Similarity
?
100% 94% 91%
Annual Fees
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$43.78
(0.43% Exp. Ratio)
$26.47
(0.26% Exp. Ratio)
$25.46
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.82% annual return
$15,110.65 $15,904.09 $15,951.99
Est. savings over 30 yrs +$793.44 +$841.35
Return
As of 10/31/16
1 YR RETURN 1.26%
3 YR 0.72%
5 YR --
10 YR --
1 YR RETURN 1.28%
3 YR 0.95%
5 YR --
10 YR --
1 YR RETURN 1.43%
3 YR 0.91%
5 YR 1.16%
10 YR --
Description
The investment seeks to provide current income and competitive total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in fixed income securities (bonds). It may invest up to 10% of its total assets in bonds that are below investment grade. The fund will maintain an average duration of 18 months or less.
The investment seeks to maximize current income. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in a portfolio of U.S. dollar-denominated investment-grade fixed-income securities. Under normal circumstances, the effective duration of its portfolio is expected to be one year or less, as calculated by the management team. It is an actively managed exchange-traded fund ("ETF") that does not seek to replicate the performance of a specified index. The fund is non-diversified.
The investment seeks to maximize total return (capital appreciation and income) to the extent consistent with preservation of principal. The fund will, under normal circumstances, invest primarily (and not less than 80% of its net assets) in fixed-income securities. It invests in investment grade domestic debt obligations (i.e., obligations rated within the top four rating categories by a Nationally Recognized Statistical Rating Organization or of comparable quality as determined by the fund's investment adviser).

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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.

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

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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