Investment Test Drive

TGGBX TCW Global Bond I

8 lower fee alternatives found

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Fund TGGBX TCW Global Bond I GBIUX Goldman Sachs Global Income R6 IGBWX Voya Global Bond W  
Similarity
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100% 93% 85%
Annual Fees
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$115.14
(1.13% Exp. Ratio)
$69.29
(0.68% Exp. Ratio)
$66.23
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.89% annual return
$12,484.43 $14,306.52 $14,436.73
Est. savings over 30 yrs +$1,822.09 +$1,952.30
Return
As of 10/31/16
1 YR RETURN 4.03%
3 YR 0.39%
5 YR --
10 YR --
1 YR RETURN 4.39%
3 YR 3.79%
5 YR 3.98%
10 YR 4.39%
1 YR RETURN 6.02%
3 YR 0.76%
5 YR 1.33%
10 YR 5.06%
Description
The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in debt securities of government and corporate issuers. It does not limit its investments to a particular credit or ratings category and can invest up to 35% of its net assets in securities rated below investment grade (commonly referred to as "junk bonds"). The fund invests in corporate debt securities of issuers in a number of countries, which may include the United States. It invests in securities of issuers located in developed and emerging market countries. The fund 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.
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.

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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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