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COIYX SEI Conservative Income Y (SIMT)

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Fund COIYX SEI Conservative Income Y (SIMT) BIL SPDR® Barclays 1-3 Month T-Bill ETF  
100% 86%
Annual Fees
(0.20% Exp. Ratio)
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$14,462.55 $14,743.39
Est. savings over 30 yrs +$280.84
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.07%
3 YR -0.05%
5 YR -0.05%
10 YR --
The investment seeks principal preservation and a high degree of liquidity while providing current income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. dollar-denominated debt securities that the fund's sub-adviser (the Sub-Adviser) believes present minimal credit risks to the fund. Under normal circumstances, the fund will invest at least 25% of its assets in securities issued by companies in the financial services industry, but may invest less than 25% of its assets in this industry as a temporary defensive measure.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays 1-3 Month U.S. Treasury Bill Index. The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 1-3 months. It 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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