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TRBUX T. Rowe Price Ultra Short-Term Bond

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Fund TRBUX T. Rowe Price Ultra Short-Term Bond
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Similarity
?
100%
Annual Fees
?
$35.64
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.82% annual return
$15,479.14
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 1.52%
3 YR 0.83%
5 YR --
10 YR --
Description
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.

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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".

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