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DCIOX Dunham International Opportunity Bond C

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Fund DCIOX Dunham International Opportunity Bond C VTABX Vanguard Total Intl Bd Idx Admiral™ BNDX Vanguard Total International Bond ETF  
Similarity
?
100% 93% 93%
Annual Fees
?
$217.03
(2.13% Exp. Ratio)
$14.26
(0.14% Exp. Ratio)
$15.28
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$9,197.12 $16,823.30 $16,772.83
Est. savings over 30 yrs +$7,626.18 +$7,575.71
Return
As of 11/30/16
1 YR RETURN 1.05%
3 YR -4.38%
5 YR --
10 YR --
1 YR RETURN 3.84%
3 YR 4.44%
5 YR --
10 YR --
1 YR RETURN 3.88%
3 YR 4.45%
5 YR --
10 YR --
Description
The investment seeks to provide a high level of current income, with capital appreciation as a secondary goal. The fund's Sub-Adviser seeks to achieve the fund's investment objectives by investing, under normal market conditions, at least 80% of the fund's assets (defined as net assets plus borrowings for investment purposes) in bonds. It primarily invests in issuers outside the United States. The fund invests in debt securities of issuers in both developed and emerging markets. The fund is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of non-U.S. dollar-denominated investment-grade bonds. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). This index provides a broad-based measure of the global, investment-grade, fixed-rate debt markets. It is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of non-U.S. dollar-denominated investment-grade bonds. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). This index provides a broad-based measure of the global, investment-grade, fixed-rate debt markets. 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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