Investment Test Drive

CGBYX Columbia Global Bond Y

1 lower fee alternative found

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Fund CGBYX Columbia Global Bond Y IGBWX Voya Global Bond W  
Similarity
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100% 92%
Annual Fees
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$67.25
(0.66% Exp. Ratio)
$66.23
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$14,393.20 $14,436.73
Est. savings over 30 yrs +$43.53
Return
As of 10/31/16
1 YR RETURN 1.75%
3 YR -1.26%
5 YR -0.66%
10 YR 2.72%
1 YR RETURN 6.02%
3 YR 0.76%
5 YR 1.33%
10 YR 5.06%
Description
The investment seeks high total return through income and growth of capital. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in debt obligations of issuers located in at least three different countries (which may include the U.S.). It may invest in debt securities and instruments across the credit quality spectrum and, at times, may invest significantly in below investment-grade fixed-income securities in seeking to achieve higher dividends and/or capital appreciation. The fund is non-diversified.
The investment seeks to maximize total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of its net assets in bonds of issuers in a number of different countries, which may include the United States. It invests primarily in investment-grade securities which include, but are not limited to, corporate and government bonds. The fund will seek to maintain a minimum weighted average portfolio quality rating of at least investment-grade. The dollar-weighted average portfolio duration of the fund will generally range between two and nine years. It is non-diversified.

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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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