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PRTBX Permanent Portfolio Short-Term Trs I

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Fund PRTBX Permanent Portfolio Short-Term Trs I BIL SPDR® Barclays 1-3 Month T-Bill ETF  
100% 91%
Annual Fees
(0.71% Exp. Ratio)
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$12,402.06 $14,743.39
Est. savings over 30 yrs +$2,341.33
As of 9/30/16
1 YR RETURN -0.26%
3 YR -0.51%
5 YR -0.54%
10 YR 0.19%
1 YR RETURN 0.07%
3 YR -0.05%
5 YR -0.05%
10 YR --
The investment seeks to earn high current income, consistent with safety and liquidity of principal. The fund invests at least 80% of its assets in direct debt obligations of the United States Treasury, including U.S. Treasury bills, notes and bonds, and other securities issued by the U.S. Treasury. The adviser expects to maintain a dollar-weighted average portfolio maturity and duration of zero to three years. It is not a money market fund and does not seek to maintain a stable price per share.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays 1-3 Month U.S. Treasury Bill Index. The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 1-3 months. It is non-diversified.

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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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