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TSDOX Touchstone Ultra Short Dur F/I Z

2 lower fee alternatives found

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Fund TSDOX Touchstone Ultra Short Dur F/I Z NUSFX Northern Ultra-Short Fixed Income TSYYX Touchstone Ultra Short Dur F/I Y  
Similarity
?
100% 86% 100%
Annual Fees
?
$70.26
(0.69% Exp. Ratio)
$25.46
(0.25% Exp. Ratio)
$44.80
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.82% annual return
$13,970.67 $15,951.99 $15,065.19
Est. savings over 30 yrs +$1,981.32 +$1,094.51
Return
As of 10/31/16
1 YR RETURN 1.35%
3 YR 0.85%
5 YR 1.00%
10 YR 1.75%
1 YR RETURN 1.43%
3 YR 0.91%
5 YR 1.16%
10 YR --
1 YR RETURN 1.60%
3 YR 1.10%
5 YR 1.21%
10 YR 1.86%
Description
The investment seeks maximum total return consistent with the preservation of capital. The fund invests, under normal market conditions, at least 80% of its assets in fixed income securities. The fund invests in a diversified portfolio of securities of different maturities including U.S. Treasury securities, U.S. government agency securities, securities of U.S. government-sponsored enterprises, corporate bonds (including those of foreign issuers), mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, municipal bonds and cash equivalent securities including repurchase agreements and commercial paper.
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 maximum total return consistent with the preservation of capital. The fund invests, under normal market conditions, at least 80% of its assets in fixed income securities. The fund invests in a diversified portfolio of securities of different maturities including U.S. Treasury securities, U.S. government agency securities, securities of U.S. government-sponsored enterprises, corporate bonds (including those of foreign issuers), mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, municipal bonds and cash equivalent securities including repurchase agreements and commercial paper.

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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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