Investment Test Drive

FULBX Federated Ultrashort Bond Svc

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund FULBX Federated Ultrashort Bond Svc NUSFX Northern Ultra-Short Fixed Income NEAR iShares Short Maturity Bond  
100% 90% 89%
Annual Fees
(0.82% Exp. Ratio)
(0.25% Exp. Ratio)
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$11,993.58 $14,243.38 $14,200.60
Est. savings over 30 yrs +$2,249.79 +$2,207.02
As of 9/30/16
1 YR RETURN 1.02%
3 YR 0.58%
5 YR 0.86%
10 YR 1.62%
1 YR RETURN 1.56%
3 YR 0.98%
5 YR 1.22%
10 YR --
1 YR RETURN 1.23%
3 YR 0.97%
5 YR --
10 YR --
The investment seeks to provide total return consistent with current income. The fund invests primarily (that is more than 50%) in investment-grade, fixed-income securities, but may invest up to 35% of its assets in noninvestment-grade, fixed-income securities. It will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in fixed-income investments. It may also invest in government securities that are supported by the full faith and credit of the U.S. government, such as those issued by the Government National Mortgage Association ("Ginnie Mae").
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).
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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!