Investment Test Drive

IGBRX Voya Global Bond R

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund IGBRX Voya Global Bond R IGBWX Voya Global Bond W PRSNX T. Rowe Price Global Multi-Sector Bd  
Similarity
?
100% 100% 85%
Annual Fees
?
$117.18
(1.15% Exp. Ratio)
$66.23
(0.65% Exp. Ratio)
$78.46
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$12,408.89 $14,436.73 $13,922.67
Est. savings over 30 yrs +$2,027.84 +$1,513.78
Return
As of 10/31/16
1 YR RETURN 5.49%
3 YR 0.29%
5 YR 0.82%
10 YR 4.60%
1 YR RETURN 6.02%
3 YR 0.76%
5 YR 1.33%
10 YR 5.06%
1 YR RETURN 7.57%
3 YR 3.92%
5 YR 4.61%
10 YR --
Description
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.
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.
The investment seeks high income and some capital appreciation. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds. It may invest in a variety of holdings in an effort to enhance income and achieve some capital growth. Up to 50% of the fund's net assets can be invested in non-U.S. dollar-denominated foreign debt securities. Up to 65% of the fund's net assets can be invested in securities and other holdings that are rated noninvestment-grade (below BBB, or an equivalent rating).

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!