Investment Test Drive

FTCWX Fidelity Advisor Asset Manager® 20% C

2 lower fee alternatives found

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Fund FTCWX Fidelity Advisor Asset Manager® 20% C FASIX Fidelity Asset Manager® 20% EVFCX EValuator Conservative RMS Inv  
Similarity
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100% 100% 89%
Annual Fees
?
$163.97
(1.60% Exp. Ratio)
$54.32
(0.53% Exp. Ratio)
$128.10
(1.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.48% annual return
$12,866.83 $17,798.44 $14,313.03
Est. savings over 30 yrs +$4,931.62 +$1,446.20
Return
As of 11/30/16
1 YR RETURN 2.05%
3 YR 1.66%
5 YR 2.96%
10 YR 2.75%
1 YR RETURN 3.11%
3 YR 2.74%
5 YR 4.06%
10 YR 3.85%
1 YR RETURN 2.28%
3 YR 2.65%
5 YR --
10 YR --
Description
The investment seeks a high level of current income; capital appreciation is a secondary consideration. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).
The investment seeks a high level of current income; capital appreciation is a secondary consideration. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).
The investment seeks primarily to provide current income and, as a secondary objective, to provide growth through a small degree of exposure to equity markets. The fund normally invests in the securities of other investment companies (including open-end funds, ETFs) and closed-end funds. It will allocate 60%-90% of its assets into a variety of underlying funds that focus on investments in fixed income securities (e.g., money markets and bonds) that possess varying qualities of credit and duration. The remaining 10%-40% of its assets will be generally allocated to equity securities that have the potential of providing dividends and growth on an annual basis.

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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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