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PSDSX Palmer Square Ultra-Short Dur IG

5 lower fee alternatives found

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Fund PSDSX Palmer Square Ultra-Short Dur IG VRIG PowerShares Variable Rate Invmt Grd ETF MINT PIMCO Enhanced Short Maturity Active ETF  
100% 85% 85%
Annual Fees
(0.46% Exp. Ratio)
(0.30% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$15,205.34 $15,955.92 $15,717.60
Est. savings over 30 yrs +$750.58 +$512.26
As of 12/31/16
3 YR --
5 YR --
10 YR --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.99%
3 YR 1.01%
5 YR 1.25%
10 YR --
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 generate current income while maintaining low portfolio duration as a primary objective and capital appreciation as a secondary objective. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of investment-grade, variable rate or floating rate debt securities. At least 80% of its net assets (plus any borrowings for investment purposes) will be invested in Variable Rate Instruments that are, at the time of purchase, investment grade (or in ETFs that invest primarily in any or all of the foregoing securities). It is non-diversified.
The investment seeks maximum current income, consistent with preservation of capital and daily liquidity. The fund invests at least 80% of its net assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The average portfolio duration of this fund will vary based on PIMCO's forecast for interest rates and will normally not exceed one year.

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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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