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LWAIX Western Asset Adjustable Rate Income C

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Fund LWAIX Western Asset Adjustable Rate Income C TRBUX T. Rowe Price Ultra Short-Term Bond TSYYX Touchstone Ultra Short Dur F/I Y  
100% 85% 86%
Annual Fees
(1.64% Exp. Ratio)
(0.35% Exp. Ratio)
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.90% annual return
$10,708.22 $15,829.99 $15,406.65
Est. savings over 30 yrs +$5,121.77 +$4,698.43
As of 11/30/16
1 YR RETURN 1.35%
3 YR 0.22%
5 YR 1.12%
10 YR 0.55%
1 YR RETURN 1.76%
3 YR 0.86%
5 YR --
10 YR --
1 YR RETURN 1.60%
3 YR 1.05%
5 YR 1.19%
10 YR 1.78%
The investment seeks to provide high current income and to limit the degree of fluctuation of its net asset value resulting from movements in interest rates. The fund normally invests at least 80% of its assets in adjustable rate securities. It will normally maintain a dollar-weighted average effective duration, as estimated by the fund's subadviser, of less than or equal to one year. The fund may invest up to 10% of its assets in U.S. dollar denominated securities of foreign issuers, including mortgage-backed securities and asset-backed securities issued by foreign entities.
The investment seeks a high level of income consistent with minimal fluctuations in principal value and liquidity. The fund invests in a diversified portfolio of shorter-term investment-grade corporate and government securities, including mortgage-backed securities, municipal securities, money market securities and bank obligations, and U.S. dollar-denominated securities of foreign issuers. Normally, it will invest at least 80% of its net assets in bonds and all of the securities purchased by the fund will be rated at the time of purchase by at least one of the major credit rating agencies or, if unrated, deemed to be investment grade quality by T. Rowe Price.
The investment seeks maximum total return consistent with the preservation of capital. The fund invests, under normal market conditions, at least 80% of its assets in fixed income securities. The fund invests in a diversified portfolio of securities of different maturities including U.S. Treasury securities, U.S. government agency securities, securities of U.S. government-sponsored enterprises, corporate bonds (including those of foreign issuers), mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, municipal bonds and cash equivalent securities including repurchase agreements and commercial paper.

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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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