Investment Test Drive

SZGCX Deutsche Enhanced Global Bond C

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Fund SZGCX Deutsche Enhanced Global Bond C IGBWX Voya Global Bond W GBIUX Goldman Sachs Global Income R6  
Similarity
?
100% 96% 87%
Annual Fees
?
$187.48
(1.84% Exp. Ratio)
$66.23
(0.65% Exp. Ratio)
$69.29
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$10,055.83 $14,435.03 $14,304.84
Est. savings over 30 yrs +$4,379.20 +$4,249.00
Return
As of 12/31/16
1 YR RETURN 2.39%
3 YR -0.23%
5 YR 0.65%
10 YR 2.17%
1 YR RETURN 5.14%
3 YR 0.30%
5 YR 1.03%
10 YR 4.87%
1 YR RETURN 3.46%
3 YR 3.29%
5 YR 3.48%
10 YR 4.06%
Description
The investment seeks total return, with an emphasis on current income; capital appreciation is a secondary goal. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in bonds of issuers from around the world, including the United States. It can buy many types of income-producing securities of any stated maturity, among them U.S. and foreign government bonds, corporate bonds and mortgage- and asset-backed securities. The fund may invest up to 35% of net assets in junk bonds and may include debt securities not currently paying interest or in default.
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 a high total return, emphasizing current income, and, to a lesser extent, providing opportunities for capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a portfolio of fixed income securities of U.S. and foreign issuers. Foreign securities include securities of issuers located outside the U.S. or securities quoted or denominated in a currency other than the U.S. dollar. It also enters into transactions in foreign currencies, typically through the use of forward contracts and swap contracts. It is non-diversified.

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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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