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LGSTX Western Asset Short Term Yield IS

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Fund LGSTX Western Asset Short Term Yield IS IBDF iShares iBonds Dec 2016 Term Corporate ICSH iShares Ultra Short-Term Bond  
100% 85% 88%
Annual Fees
(0.35% Exp. Ratio)
(0.10% Exp. Ratio)
(0.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$13,824.44 $14,903.67 $14,549.75
Est. savings over 30 yrs +$1,079.23 +$725.31
As of 9/30/16
1 YR RETURN 0.61%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.70%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.90%
3 YR --
5 YR --
10 YR --
The investment seeks current income. The fund invests in U.S. dollar denominated investment grade fixed income securities, including corporate debt securities, bank obligations, commercial paper, asset-backed and mortgage-backed securities, structured instruments and securities issued by the U.S. government and its agencies and instrumentalities, U.S. states and municipalities, or foreign governments. Under normal circumstances, it will invest at least 25% of its assets in securities issued by companies in the financial services industry.
The investment seeks to track the investment results of the Barclays December 2016 Maturity Corporate Index. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) of the underlying index, except during the last months of the fund's operations. The underlying index includes U.S. dollar-denominated, investment-grade securities publicly issued by U.S. and non-U.S. corporate issuers that have $250 million or more of outstanding face value at the time of inclusion. The fund is non-diversified.
The investment seeks to provide current income consistent with preservation of capital. 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- and floating-rate debt securities that are rated BBB- or higher by Standard & Poor's Ratings Services and/or Fitch Ratings, Inc. ("Fitch"), or Baa3 or higher by Moody's Investors Service, Inc. ("Moody's"), or, if unrated, determined by BFA to be of equivalent quality.

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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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