Investment Test Drive

PBTRX Prudential Global Total Return B

1 lower fee alternative found

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Fund PBTRX Prudential Global Total Return B FWDB AdvisorShares Madrona Global Bond ETF  
Similarity
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100% 86%
Annual Fees
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$166.09
(1.63% Exp. Ratio)
$135.52
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$10,721.34 $11,746.88
Est. savings over 30 yrs +$1,025.55
Return
As of 12/31/16
1 YR RETURN 1.67%
3 YR 0.24%
5 YR 1.83%
10 YR 4.22%
1 YR RETURN 6.01%
3 YR 3.10%
5 YR 2.99%
10 YR --
Description
The investment seeks total return, made up of current income and capital appreciation. The fund normally invests at least 65% of its total assets in income-producing debt securities of U.S. and foreign corporations and governments, supranational organizations, semi-governmental entities or government agencies, authorities or instrumentalities, investment-grade U.S. or foreign mortgages and mortgage-related securities and U.S. or foreign short-term and long-term bank debt securities or bank deposits. It invests up to 50% of its total assets in lower-rated securities, also known as "junk" bonds. The fund is non-diversified.
The investment seeks investment results that exceed the price and yield performance of its benchmark, the Barclays U.S. Aggregate Bond Index. The Sub-Advisor selects a portfolio of fixed income (bond) exchange-traded funds ("Underlying ETFs") and other exchange-traded products, including, but not limited to, exchange-traded notes ("ETNs"), exchange-traded currency trusts, and exchange-traded commodity pools. It invests in ETPs that provide exposure to at least 12 distinct bond classes, that may include treasury bonds, municipal bonds, and high-yield U.S. corporate bonds (sometimes referred to as "junk bonds").

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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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