Investment Test Drive

MDWIX BlackRock Strategic Global Bond Inv A

No cheaper alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT
No cheaper alternatives found
Fund MDWIX BlackRock Strategic Global Bond Inv A
Good for you!
FeeX did not find any alternative funds with lower fees and better past returns. You can change the returns filter above to search for more options.
Similarity
?
100%
Annual Fees
?
$86.61
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$13,581.44
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 4.72%
3 YR 0.42%
5 YR 2.49%
10 YR 3.08%
Description
The investment seeks high current income by investing in a global portfolio of fixed income securities denominated in various currencies, including multi-national currency units. The fund normally invests at least 90% of its assets in fixed income securities, including at least 80% of its net assets plus any borrowings for investment purposes in bonds and related derivative instruments with similar economic characteristics. It may invest up to 100% of its assets in securities classified as junk bonds. The fund may invest in several different kinds of securities issued by the U.S. government. It is non-diversified.

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!