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PSDSX Palmer Square Ultra-Short Dur IG

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Fund PSDSX Palmer Square Ultra-Short Dur IG FLTR VanEck Vectors Investment Grd Fl Rt ETF GBIL Goldman Sachs TreasuryAccess 0-1 YearETF  
Similarity
?
100% 90% 88%
Annual Fees
?
$46.87
(0.46% Exp. Ratio)
$14.27
(0.14% Exp. Ratio)
$14.27
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.90% annual return
$15,314.07 $16,861.98 $16,861.98
Est. savings over 30 yrs +$1,547.90 +$1,547.90
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.79%
3 YR 0.81%
5 YR 2.17%
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
Description
The investment seeks income; a secondary objective of the fund is to seek capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in debt securities rated investment grade at time of purchase. Investment grade securities are those rated in the Baa3 or higher categories by Moody's, or in the BBB- or higher categories by Standard & Poor's, or Fitch or, if unrated by Moody's, S&P Fitch, or another NRSROs, determined by the fund's advisor, to be of comparable credit quality. The fund is non-diversified.
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 provide investment results that closely correspond, before fees and expenses, to the performance of the Citi US Treasury 0-1 Year Composite Select Index. The fund seeks to achieve its investment objective by investing at least 80% of its assets (exclusive of collateral held from securities lending) in securities included in its underlying index. The index is designed to measure the performance of U.S. Treasury Obligations with a maximum remaining maturity of 12 months. The investment adviser uses a representative sampling strategy to manage the fund.

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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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