Investment Test Drive

HUBAX Hartford Ultrashort Bond HLS IA

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund HUBAX Hartford Ultrashort Bond HLS IA BUBSX Baird Ultra Short Bond Investor MINT PIMCO Enhanced Short Maturity Active ETF  
Similarity
?
100% 94% 87%
Annual Fees
?
$43.81
(0.43% Exp. Ratio)
$40.75
(0.40% Exp. Ratio)
$35.66
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$15,347.94 $15,487.28 $15,722.22
Est. savings over 30 yrs +$139.34 +$374.28
Return
As of 12/31/16
1 YR RETURN 0.97%
3 YR 0.40%
5 YR 0.24%
10 YR 0.82%
1 YR RETURN 1.32%
3 YR 0.78%
5 YR --
10 YR --
1 YR RETURN 1.99%
3 YR 1.01%
5 YR 1.25%
10 YR --
Description
The investment seeks total return and income consistent with preserving capital and maintaining liquidity. Under normal circumstances, the fund invests at least 80% of its assets in fixed income securities. It normally invests in "investment grade" securities. It may also use repurchase agreements to achieve its investment objective.
The investment seeks current income consistent with preservation of capital. The fund normally invests at least 80% of its net assets in bonds, including the following types of U.S. dollar‑denominated debt obligations that are fixed, variable or floating rate instruments: U.S. government and other public‑sector entities; asset‑backed and mortgage‑backed obligations of U.S. and foreign issuers; Corporate debt of U.S. and foreign issuers; money market instruments. It invests primarily in investment‑grade debt obligations, rated at the time of purchase by at least one major rating agency, but may invest up to 10% of its net assets in high yield bonds.
The investment seeks maximum current income, consistent with preservation of capital and daily liquidity. The fund invests at least 80% of its net assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The average portfolio duration of this fund will vary based on PIMCO's forecast for interest rates and will normally not exceed one year.

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.

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.

+

Your Feedback has been sent successfully!