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FGUAX Federated Government Ultrashrt Dur A

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Fund FGUAX Federated Government Ultrashrt Dur A NEAR iShares Short Maturity Bond PIASX PIA Short Term Securities Adv  
100% 89% 86%
Annual Fees
(0.70% Exp. Ratio)
(0.26% Exp. Ratio)
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$12,439.59 $14,203.96 $13,658.93
Est. savings over 30 yrs +$1,764.37 +$1,219.34
As of 9/30/16
1 YR RETURN -0.38%
3 YR -0.16%
5 YR -0.14%
10 YR 0.87%
1 YR RETURN 1.23%
3 YR 0.97%
5 YR --
10 YR --
1 YR RETURN 1.50%
3 YR 0.79%
5 YR 0.60%
10 YR 1.68%
The investment seeks current income. The fund's overall strategy is to invest in a portfolio of U.S. government securities and U.S. government agency securities (including mortgage-backed securities issued or guaranteed by U.S. government-sponsored enterprises (GSEs)) with an overall dollar-weighted average duration of one year or less. Duration measures the price sensitivity of a fixed-income security to changes in interest rates. Within the one-year duration constraint, the Adviser will seek to increase the fund's current income by lengthening or shortening portfolio duration based on its interest rate outlook.
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 a high level of current income, consistent with low volatility of principal through investing in short-term investment grade debt securities. The fund is a diversified investment company that normally invests at least 80% of its net assets in short-term securities having duration of less than three years. Under normal market conditions, it purchases securities rated BBB- and/or Baa3 or better by a Nationally Recognized Statistical Rating Organization. The fund may invest up to 20% of its net assets in debt futures contracts, option contracts, options on securities and options on debt futures.

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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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