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TEGBX Templeton Global Bond C

2 lower fee alternatives found

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Fund TEGBX Templeton Global Bond C FGBRX Templeton Global Bond R null Templeton Global Total Return R  
Similarity
?
100% 100% 87%
Annual Fees
?
$131.44
(1.29% Exp. Ratio)
$116.16
(1.14% Exp. Ratio)
$130.42
(1.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$11,883.94 $12,437.81 $11,920.11
Est. savings over 30 yrs +$553.87 +$36.17
Return
As of 11/30/16
1 YR RETURN -0.71%
3 YR 0.02%
5 YR 3.03%
10 YR 5.83%
1 YR RETURN -0.48%
3 YR 0.20%
5 YR 3.20%
10 YR 6.01%
1 YR RETURN 1.55%
3 YR 0.15%
5 YR 4.18%
10 YR --
Description
The investment seeks current income with capital appreciation and growth of income. Under normal market conditions, the fund invests at least 80% of its net assets in "bonds." Bonds include debt obligations of any maturity, such as bonds, notes, bills and debentures. It invests predominantly in bonds issued by governments, government-related entities and government agencies located around the world. The fund may invest up to 25% of its total assets in bonds that are rated below investment grade or, if unrated determined by the investment manager to be of comparable quality. It is non-diversified.
The investment seeks current income with capital appreciation and growth of income. Under normal market conditions, the fund invests at least 80% of its net assets in "bonds." Bonds include debt obligations of any maturity, such as bonds, notes, bills and debentures. It invests predominantly in bonds issued by governments, government-related entities and government agencies located around the world. The fund may invest up to 25% of its total assets in bonds that are rated below investment grade or, if unrated determined by the investment manager to be of comparable quality. It is non-diversified.
The investment seeks total investment return consisting of a combination of interest income, capital appreciation, and currency gains. Under normal market conditions, the fund invests primarily in fixed and floating rate debt securities and debt obligations (including convertible bonds) of governments, government agencies and government-related or corporate issuers worldwide (collectively, "bonds"). Bonds may be denominated and issued in the local currency or in another currency. Bonds include debt securities of any maturity, such as bonds, notes, bills and debentures. 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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