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CTGBX Transamerica Global Bond C

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Fund CTGBX Transamerica Global Bond C AUNZ WisdomTree Australia & NZL Dbt ETF RPIBX T. Rowe Price International Bond  
100% 86% 88%
Annual Fees
(1.75% Exp. Ratio)
(0.45% Exp. Ratio)
(0.83% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$10,142.84 $15,045.99 $13,415.05
Est. savings over 30 yrs +$4,903.15 +$3,272.21
As of 9/30/16
1 YR RETURN 12.77%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.80%
3 YR -0.82%
5 YR 0.53%
10 YR --
1 YR RETURN 13.12%
3 YR 0.96%
5 YR 1.11%
10 YR 3.59%
The investment seeks total return. Under normal circumstances, the fund's sub-adviser invests at least 80% of the fund's net assets (plus the amount of borrowings, if any, for investment purposes) in bonds. The fund's bond holdings will be invested primarily in bonds issued by governments and government agencies located around the world. It invests at least 40% of its assets (or, if conditions are not favorable, at least 30% of its assets) in non-U.S. issuers directly or through depositary receipts. The fund may invest in securities of any maturity and does not have a target average duration.
The investment seeks a high level of total return consisting of both income and capital appreciation. The fund invests in bonds and other debt instruments ("Debt Securities") denominated in Australian or New Zealand dollars. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt Securities. For these purposes, Debt Securities include fixed income securities, such as bonds, notes or other debt obligations, denominated in Australian or New Zealand dollars, as well as certain derivatives and other instruments described herein. It is non-diversified.
The investment seeks to provide high current income and capital appreciation. Normally, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in foreign bonds and 65% of its net assets in non-U.S. dollar-denominated foreign bonds that are rated investment-grade (i.e., BBB- or equivalent, or better), as determined by at least one major credit rating agency or, if unrated, deemed to be of comparable quality by T. Rowe Price. The fund 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.


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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