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SISSX RidgeWorth Seix Ultra-Short Bond Instl

2 lower fee alternatives found

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Fund SISSX RidgeWorth Seix Ultra-Short Bond Instl NUSFX Northern Ultra-Short Fixed Income TRBUX T. Rowe Price Ultra Short-Term Bond  
100% 85% 85%
Annual Fees
(0.38% Exp. Ratio)
(0.25% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$15,576.26 $16,197.73 $15,717.60
Est. savings over 30 yrs +$621.47 +$141.34
As of 12/31/16
1 YR RETURN 1.34%
3 YR 0.76%
5 YR 1.03%
10 YR 1.91%
1 YR RETURN 1.55%
3 YR 0.87%
5 YR 1.16%
10 YR --
1 YR RETURN 2.01%
3 YR 0.89%
5 YR --
10 YR --
The investment seeks to maximize current income consistent with capital preservation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in short duration fixed income securities. These securities may include, but are not limited to, U.S. Treasury and agency securities, obligations of supranational entities and foreign governments, domestic and foreign-corporate debt obligations, taxable-municipal debt securities, mortgage-backed and asset-backed securities, and repurchase agreements. The advisor normally expects to maintain an average effective duration between 3 months and 1 year.
The investment seeks to maximize total return (capital appreciation and income) to the extent consistent with preservation of principal. The fund will, under normal circumstances, invest primarily (and not less than 80% of its net assets) in fixed-income securities. It invests in investment grade domestic debt obligations (i.e., obligations rated within the top four rating categories by a Nationally Recognized Statistical Rating Organization or of comparable quality as determined by the fund's investment adviser).
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.

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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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