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SEBFX Saturna Sustainable Bond

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Fund SEBFX Saturna Sustainable Bond GGBFX GuideStone Funds Global Bond Investor  
Similarity
?
100% 85%
Annual Fees
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$90.68
(0.89% Exp. Ratio)
$86.61
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$13,418.02 $13,581.44
Est. savings over 30 yrs +$163.42
Return
As of 11/30/16
1 YR RETURN 1.37%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.31%
3 YR 2.12%
5 YR 4.01%
10 YR --
Description
The investment seeks current income and capital preservation. The fund invests at least 80% of its assets in bonds of issuers located throughout the world that the adviser believes demonstrate sustainable characteristics. The adviser considers issuers with sustainable characteristics to be those issuers that are generally larger, more established, consistently profitable, and financially strong, and with low risks in the areas of the environment, social responsibility and corporate governance ("ESG"). It invests at least 65% of its assets in bonds within the four highest grades (Aaa, Aa, A, or Baa) and may invest up to 35% in unrated and high-yield bonds.
The investment seeks to maximize total return through capital gains and current income while preserving principal value. The fund invests mainly (at least, and typically more than, 80% of its net assets, plus borrowings for investment purposes, if any) in a diversified portfolio of fixed-income instruments of varying maturities and quality across different industries and sectors of the fixed-income market. It may invest up to 70% of its assets in high yield securities and emerging market securities rated below investment grade. The average dollar-weighted duration of the fund normally varies between three and 10 years.

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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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