Investment Test Drive

FTCWX Fidelity Advisor Asset Manager® 20% C

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FTCWX Fidelity Advisor Asset Manager® 20% C FASIX Fidelity Asset Manager® 20% TSILX TIAA-CREF Lifestyle Income Retail  
Similarity
?
100% 100% 85%
Annual Fees
?
$163.98
(1.60% Exp. Ratio)
$54.32
(0.53% Exp. Ratio)
$72.77
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.49% annual return
$12,880.39 $17,817.21 $16,874.91
Est. savings over 30 yrs +$4,936.82 +$3,994.52
Return
As of 12/31/16
1 YR RETURN 3.55%
3 YR 1.69%
5 YR 2.96%
10 YR 2.80%
1 YR RETURN 4.70%
3 YR 2.81%
5 YR 4.07%
10 YR 3.90%
1 YR RETURN 4.03%
3 YR 2.52%
5 YR 4.09%
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 current income with some capital appreciation. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 20% of the fund's assets in equity underlying funds and (2) approximately 80% of the fund's assets in fixed-income underlying funds. The fund may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

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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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