Investment Test Drive

JGBCX Janus Global Bond C

8 lower fee alternatives found

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Fund JGBCX Janus Global Bond C IGBWX Voya Global Bond W JHBTX Janus Global Bond T  
Similarity
?
100% 87% 100%
Annual Fees
?
$171.18
(1.68% Exp. Ratio)
$66.23
(0.65% Exp. Ratio)
$85.59
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$10,553.15 $14,426.53 $13,621.39
Est. savings over 30 yrs +$3,873.39 +$3,068.24
Return
As of 11/30/16
1 YR RETURN -0.90%
3 YR -0.35%
5 YR 0.68%
10 YR --
1 YR RETURN 5.14%
3 YR 0.31%
5 YR 1.21%
10 YR 4.75%
1 YR RETURN -0.07%
3 YR 0.50%
5 YR 1.53%
10 YR --
Description
The investment seeks total return, consistent with preservation of capital. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, corporate bonds, government notes and bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It invests in corporate debt securities of issuers in a number of different countries, which may include the United States. The fund may invest up to 35% of its net assets in high-yield/high-risk debt securities.
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 total return, consistent with preservation of capital. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, corporate bonds, government notes and bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It invests in corporate debt securities of issuers in a number of different countries, which may include the United States. The fund may invest up to 35% of its net assets in high-yield/high-risk debt securities.

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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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