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RSQYX - RS Investment Quality Bond Fund Class Y

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RS Investment Quality Bond Fund Class Y (RSQYX)
Expense Ratio: 0.66%
Expected Lifetime Fees: $20,361.56


The RS Investment Quality Bond Fund Class Y fund (RSQYX) is a Intermediate-Term Bond fund started on 05/12/2009 and has $213.00 million in assets under management. The current manager has been running RS Investment Quality Bond Fund Class Y since 01/24/1999. The fund is rated by Morningstar. This fund does not charge 12b-1 fees.

MarketRiders Prefers The Following ETF

Vanguard Intermediate-Term Bond ETF (BIV)
Expense Ratio: 0.11%
Expected Lifetime Fees: $3,595.26


The Vanguard Intermediate-Term Bond ETF (BIV) is an Exchange Traded Fund. It is a "basket" of securities that index the Intermediate-Term Bond investment strategy and is an alternative to a Intermediate-Term Bond mutual fund. Fees are very low compared to a comparable mutual fund like RS Investment Quality Bond Fund Class Y because computers automatically manage the stocks.



The Following Intermediate-Term Bond Funds Have Lower Fees Than RS Investment Quality Bond Fund Class Y (RSQYX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
AllianceBern Interm Bond Adv ABQYX 115.0% 548 0.55%
AllianceBern Interm Bond I ABQIX 115.0% 548 0.55%
American Beacon Intermediate Bd Instl AABDX 75.0% 419 0.36%
American Beacon Intermediate Bond Fund Class Y ACTYX 75.0% 419 0.65%
American Century Core Plus Instl ACCUX 91.0% 250 0.46%
American Century Diversified Bond Instl ACBPX 91.0% 5,500 0.41%
American Century Diversified Bond Inv ADFIX 91.0% 5,500 0.61%
American Funds Bond Fund of Amer A ABNDX 154.0% 33,500 0.60%
American Funds Bond Fund of Amer F-1 BFAFX 154.0% 33,500 0.63%
American Funds Bond Fund of Amer F-2 ABNFX 154.0% 33,500 0.36%
American Funds Bond Fund of Amer R4 RBFEX 154.0% 33,500 0.62%
American Funds Bond Fund of Amer R5 RBFFX 154.0% 33,500 0.32%
American Funds Bond Fund of Amer R6 RBFGX 154.0% 33,500 0.27%
Artio Total Return Bond I JBGIX 219.0% 2,100 0.44%
Baird Aggregate Bond Inst BAGIX 45.9% 1,600 0.30%
Baird Aggregate Bond Inv BAGSX 45.9% 1,600 0.55%
Baird Core Plus Bond Inst BCOIX 34.6% 1,700 0.30%
Baird Core Plus Bond Inv BCOSX 34.6% 1,700 0.55%
Baird Intermediate Bond Inst BIMIX 24.1% 763 0.30%
Baird Intermediate Bond Inv BIMSX 24.1% 763 0.55%
BBH Broad Market N BBBMX 28.0% 2,600 0.51%
Bernstein Intermediate Dur Inst SIIDX 121.0% 1,100 0.45%
Bernstein Intermediate Duration SNIDX 110.0% 4,900 0.56%
BlackRock Bond Allc Tgt Shares Ser C BRACX 41.0% 349 0.00%
BlackRock Bond Allc Tgt Shares Ser M BRAMX 523.0% 321 0.03%
BlackRock Bond Allc Tgt Shares Ser S BRASX 192.0% 134 0.01%
BlackRock Bond Index K WFBIX 122.0% 145 0.20%
BlackRock Core Bond BlackRock CCBBX 726.0% 3,200 0.45%
BlackRock Core Bond Instl BFMCX 726.0% 3,200 0.56%
BlackRock Total Return BlackRock MPHQX 1.0% 2,800 0.41%
BlackRock Total Return Instl MAHSZ 1.0% 2,800 0.56%
BNY Mellon Bond M MPBFX 86.8% 1,300 0.55%
BNY Mellon Interm Bond M MPIBX 45.2% 967 0.55%
Brown Advisory Intermediate Income Instl BIAIX 84.0% 315 0.53%
Calamos Total Return Bond I CTRIX 41.5% 231 0.65%
Calvert Bond I CBDIX 203.0% 768 0.52%
Calvert Income I CINCX 223.0% 1,600 0.56%
Columbia Bond Z UMMGX 136.0% 1,600 0.55%
Columbia Diversified Bond R5 RSVBX 373.0% 3,100 0.54%
Columbia Intermediate Bond Z SRB1Z 170.0% 2,900 0.59%
Columbia Intermediate Bond Z SRBFX 170.0% 2,900 0.59%
Columbia Intermediate Bond Z SRBTZ 170.0% 2,900 0.59%
CRA Qualified Investment Instl CRANX 40.0% 1,300 0.51%
Delaware Core Plus Bond I DUGIX 293.0% 201 0.65%
DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares DFTEX 15.0% 635 0.22%
Dodge & Cox Income DODIX 27.0% 25,100 0.43%
Dodge & Cox Income DODTZ 27.0% 25,100 0.43%
DoubleLine Core Fixed Income Fund Class I DBLFX 81.0% 2,400 0.50%
DoubleLine Total Return Bond Fund Class I DBLTX 15.0% 25,400 0.50%
Dreyfus Bond Market Index Basic DBIRX 30.0% 2,400 0.15%
Dreyfus Bond Market Index Inv DBMIX 30.0% 2,400 0.40%
Dreyfus Intermediate Term Inc I DITIX 371.2% 1,100 0.55%
Dreyfus/Standish Fixed-Income I SDFIX 400.3% 222 0.56%
DWS US Bond Index Inst BTUSX 146.0% 413 0.39%
DWS US Bond Index S BONSX 146.0% 413 0.45%
Eagle Investment Grade Bond I EGBLX 78.0% 129 0.60%
Eagle Investment Grade Bond R5 EGBTX 78.0% 129 0.60%
Federated Intermediate Corp Bd Instl FIIFX 22.0% 425 0.57%
Federated Total Return Bond Instl FTRBX 63.0% 7,400 0.36%
Fidelity Advisor Intermediate Bond I EFIPX 108.0% 623 0.58%
Fidelity Advisor Investment Gr Bd I FGBPX 275.0% 5,000 0.48%
Fidelity Advisor Mortgage Securities I FMSCX 490.0% 885 0.53%
Fidelity Advisor Total Bond I FEPIX 168.0% 14,300 0.54%
Fidelity Corporate Bond Fund FCBFX 242.0% 359 0.45%
Fidelity Intermediate Bond FTHRX 102.0% 4,200 0.45%
Fidelity Investment Grade Bond FBNDX 275.0% 5,000 0.45%
Fidelity Mortgage Secs FMSFX 490.0% 885 0.45%
Fidelity Spartan US Bond Index Fund Fidelity Advantage Class FSITX 106.0% 14,800 0.11%
Fidelity Total Bond FTBFX 168.0% 14,300 0.45%
Fifth Third Total Return Bond Instl KNIIX 60.0% 222 0.64%
Franklin Total Return Adv FBDAX 255.6% 4,600 0.64%
Frost Total Return Bond Inst FIJEX 58.0% 763 0.52%
GE Instl Income Inv GFIIX 393.0% 405 0.23%
GE Instl Income Svc GEISX 393.0% 405 0.48%
Goldman Sachs Core Fxd-Inc Instl GSFIX 687.0% 1,600 0.47%
Goldman Sachs Core Plus Fixed Income I GSNIX 767.0% 350 0.49%
Goldman Sachs Invest Grade Credit Inst GSGDX 120.0% 549 0.37%
Harbor Bond Instl HABDX 666.0% 7,500 0.55%
Hartford Total Return Bond I ITBIX 131.0% 1,900 0.62%
Hartford Total Return Bond R5 ITBTX 131.0% 1,900 0.59%
Hartford Total Return Bond Y HABYX 131.0% 1,900 0.48%
ING Intermediate Bond I IICIX 500.0% 861 0.38%
Janus Flexible Bond Fund Class I JFLEX 147.0% 5,100 0.56%
JHancock Bond I JHBIX 73.0% 1,300 0.60%
JPMorgan Mortgage-Backed Securities Sel OMBIX 21.0% 3,500 0.41%
LKCM Fixed-Income LKFIX 24.0% 197 0.65%
Loomis Sayles Core Plus Bond Y NERYX 86.0% 1,100 0.62%
Loomis Sayles Investment Grade Bond Y LSIIX 19.0% 11,100 0.56%
Loomis Sayles Investment Grade Bond Y LSNTZ 19.0% 11,100 0.56%
Lord Abbett Income I LAUYX 149.3% 1,600 0.58%
Lord Abbett Total Return I LTRYX 645.0% 1,900 0.63%
Madison Mosaic Institutional Bond Y MIIBX 9.0% 109 0.49%
MainStay Indexed Bond I MIXIX 106.0% 497 0.43%
MainStay Indexed Bond I MIXSZ 106.0% 497 0.43%
MainStay Intermediate Term Bond I MTMIX 104.0% 781 0.60%
Managers Fixed Income Inst MFDYX 28.0% 143 0.60%
Managers PIMCO Bond MBDFX 495.0% 1,300 0.59%
MEMBERS Bond Y MBOYX 12.0% 145 0.65%
Metropolitan West Intermediate Bond I MWIIX 145.0% 290 0.45%
Metropolitan West Total Return Bond I MWTIX 156.0% 20,500 0.43%
Metropolitan West Total Return Bond M MWTRX 156.0% 20,500 0.64%
MFS Bond I MBDIX 58.0% 2,400 0.60%
MFS Bond R4 MFBJX 58.0% 2,400 0.60%
MFS Research Bond I MRBIX 67.0% 3,300 0.65%
MFS Research Bond R4 MRBJX 67.0% 3,300 0.65%
Munder Bond Y MUCYX 258.0% 112 0.42%
Neuberger Berman Core Bond Inst NCRLX 379.0% 262 0.47%
Northern Bond Index NOBOX 129.3% 2,400 0.16%
Northern Fixed Income NOFIX 700.0% 1,600 0.46%
Nuveen Core Plus Bond I FFIIX 91.0% 817 0.53%
Nuveen Intermediate Term Bond I FINIX 58.0% 656 0.53%
Nuveen Strategic Income I FCBYX 98.0% 621 0.61%
Oppenheimer Core Bond Y OPBYX 94.0% 1,200 0.52%
Payden Core Bond PYC1Z 118.0% 623 0.56%
Payden Core Bond PYCBX 118.0% 623 0.56%
PIMCO Investment Grade Corp Bd Instl PIGIX 124.0% 7,700 0.50%
PIMCO Investment Grade Corp Bd P PBDPX 124.0% 7,700 0.60%
PIMCO Moderate Duration Instl PMDRX 391.0% 2,600 0.46%
PIMCO Moderate Duration P PMOPX 391.0% 2,600 0.56%
PIMCO Mortgage-Backed Securities Instl PTRIX 1.0% 536 0.50%
PIMCO Mortgage-Backed Securities P PMRPX 1.0% 536 0.60%
PIMCO Total Return Fund IV Institutional Class PTUIX 771.0% 725 0.50%
PIMCO Total Return II Instl PMBIX 647.0% 3,300 0.50%
PIMCO Total Return II P PMTPX 647.0% 3,300 0.60%
PIMCO Total Return III Fund Class P PRAPX 522.0% 3,800 0.60%
PIMCO Total Return III Instl PTSAX 522.0% 3,800 0.50%
PIMCO Total Return Instl PTTRX 584.0% 260,900 0.46%
PIMCO Total Return P PTTPX 584.0% 260,900 0.56%
Pioneer Bond Y PICYX 36.0% 1,400 0.61%
PNC Bond I PFDIX 80.0% 187 0.59%
PNC Total Return Bond I PTVIX 76.0% 270 0.58%
Principal Income Inst PIOIX 16.9% 2,100 0.52%
Prudential Total Return Bond Z PDBZX 242.0% 1,900 0.60%
Putnam Income Y PNCYX 339.0% 1,400 0.62%
Rainier Intermediate Fixed-Income Portfolio Fund RIMFX 32.7% 106 0.55%
RidgeWorth Core Bond Fund A STGIX 211.0% 489 0.62%
RidgeWorth Core Bond Fund I STIGX 211.0% 489 0.35%
RidgeWorth Intermediate Bond A IBASX 139.0% 1,200 0.60%
RidgeWorth Intermediate Bond I SAMIX 139.0% 1,200 0.34%
RidgeWorth Total Return Bond A CBPSX 170.0% 1,200 0.60%
RidgeWorth Total Return Bond I SAMFX 170.0% 1,200 0.35%
Russell Investment Grade Bond I RFASX 187.0% 1,900 0.48%
Russell Investment Grade Bond I RFASZ 187.0% 1,900 0.48%
Russell Investment Grade Bond S RFATX 187.0% 1,900 0.56%
Russell Investment Grade Bond S RFATZ 187.0% 1,900 0.56%
Schwab Premier Income SWIIX 294.0% 424 0.61%
Schwab Total Bond Market SWLBX 166.0% 973 0.29%
Scout Core Bond I SCCIX 564.0% 168 0.40%
Scout Core Plus Bond Instl SCPZX 623.0% 454 0.40%
Spartan U.S. Bond Index Investor FBIDX 106.0% 14,800 0.22%
Sterling Capital Total Return Bond I BIBTX 131.9% 557 0.59%
T. Rowe Price Instl Core Plus TICPX 121.5% 188 0.42%
T. Rowe Price Instl Core Plus F PFCPX 121.5% 188 0.57%
T. Rowe Price New Income PRCIX 110.7% 17,500 0.64%
T. Rowe Price U.S. Bond Enhanced Index PBDIX 112.8% 1,000 0.30%
Target Total Return Bond T TATBX 243.0% 426 0.65%
TCW Core Fixed-Income I TGCFX 280.5% 856 0.44%
TCW Total Return Bond I TGLMX 141.3% 5,800 0.44%
TIAA-CREF Bond Instl TIBDX 402.0% 2,300 0.33%
TIAA-CREF Bond Plus Inst TIBFX 221.0% 1,100 0.35%
TIAA-CREF Bond Plus R TCBRX 221.0% 1,100 0.60%
TIAA-CREF Bond Plus Retail TCBPX 221.0% 1,100 0.59%
TIAA-CREF Bond R TIDRX 402.0% 2,300 0.58%
TIAA-CREF Bond Retail TIORX 402.0% 2,300 0.52%
Vanguard Interm-Term Bond Index Inv VBIIX 61.0% 15,600 0.22%
Vanguard Interm-Term Bond Index Signal VIBSX 61.0% 15,600 0.11%
Vanguard Interm-Term Investment-Grade Ad VFIDX 49.0% 17,400 0.10%
Vanguard Interm-Term Invmt-Grade Inv VFICX 49.0% 17,400 0.20%
Vanguard Interm-Tm Corp Bd Idx Signal VICSX 80.0% 2,400 0.14%
Vanguard Mortgage-Backed Sec Idx Signal VMBSX 344.0% 209 0.15%
Vanguard Total Bond Market Idx Instl Pls VBMPX 73.0% 110,100 0.05%
Vanguard Total Bond Market Index Inst VBTIX 73.0% 110,100 0.07%
Vanguard Total Bond Market Index Inv VBMFX 73.0% 110,100 0.22%
Vanguard Total Bond Market Index Signal VBTSX 73.0% 110,100 0.10%
Wells Fargo Advantage Income Plus I WIP2Z 215.0% 737 0.56%
Wells Fargo Advantage Ttl Return Bond I MBFIX 761.0% 3,400 0.42%
Westcore Plus Bond WTIBX 42.0% 1,700 0.55%
Westcore Plus Bond Institutional WIIBX 42.0% 1,700 0.41%
Western Asset Core Bond I WATFX 556.0% 3,000 0.52%
Western Asset Core Plus Bond I WACPX 734.0% 9,400 0.45%
Western Asset Core Plus Bond IS WAPSX 734.0% 9,400 0.43%
William Blair Bond I WBFIX 28.0% 266 0.50%
William Blair Bond Inst BBFIX 28.0% 266 0.35%
William Blair Bond N WBBNX 28.0% 266 0.65%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.