Investment Test Drive

HUBBX Hartford Ultrashort Bond HLS IB

2 lower fee alternatives found

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Fund HUBBX Hartford Ultrashort Bond HLS IB FLTR VanEck Vectors Investment Grd Fl Rt ETF GEADX Goldman Sachs Enhanced Income Admin  
Similarity
?
100% 88% 94%
Annual Fees
?
$69.24
(0.68% Exp. Ratio)
$14.26
(0.14% Exp. Ratio)
$61.09
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.82% annual return
$14,012.94 $16,488.25 $14,355.53
Est. savings over 30 yrs +$2,475.32 +$342.60
Return
As of 10/31/16
1 YR RETURN 0.54%
3 YR 0.12%
5 YR 0.07%
10 YR 0.76%
1 YR RETURN 1.75%
3 YR 0.76%
5 YR 1.78%
10 YR --
1 YR RETURN 1.12%
3 YR 0.30%
5 YR 0.43%
10 YR 1.34%
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 to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVISä US Investment Grade Floating Rate Index (the "Floating Rate Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of U.S. dollar-denominated floating rate notes issued by corporate entities or similar commercial entities that are public reporting companies in the United States and rated investment grade. The fund is non-diversified.
The investment seeks to generate return in excess of traditional money market products while maintaining an emphasis on preservation of capital and liquidity. The fund invests, under normal circumstances, primarily in a portfolio of U.S. dollar-denominated fixed income securities, including non-mortgage securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises, corporate notes, commercial paper and fixed and floating rate asset-backed securities and foreign securities. It may invest across a broad range of high-grade fixed income sectors with an emphasis on the preservation of capital and liquidity.

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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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