Investment Test Drive

JRNAX JPMorgan Diversified Real Return A

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund JRNAX JPMorgan Diversified Real Return A MSCBX Manning & Napier Strategic Inc Cnsrv S  
Similarity
?
100% 86%
Annual Fees
?
$113.75
(1.11% Exp. Ratio)
$90.18
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.48% annual return
$14,923.54 $16,000.72
Est. savings over 30 yrs +$1,077.17
Return
As of 10/31/16
1 YR RETURN 3.78%
3 YR 0.32%
5 YR 0.19%
10 YR --
1 YR RETURN 4.42%
3 YR 3.98%
5 YR --
10 YR --
Description
The investment seeks to maximize long-term real return. The fund seeks real return by allocating to a diversified combination of inflation-sensitive and other asset classes that have exposure to broad equity, fixed income and alternative markets. "Real return" means the return in excess of the actual rate of inflation. The actual rate of inflation is measured by the seasonally adjusted Consumer Price Index for All Urban Consumers (CPI-U) over time. The fund's equity investments may include common stock, real estate investment trusts (REITs), depositary receipts, warrants and rights to buy common stocks, and master limited partnerships (MLPs).
The investment seeks to manage against capital risk and generate income with a secondary goal of pursuing long-term capital growth. The fund is designed to generate income, pursue capital growth in order to provide purchasing power protection, and to manage risk. It may invest in a combination of the Core Bond Series, Disciplined Value Series, Equity Income Series, Global Fixed Income Series, High Yield Bond Series, Real Estate Series, and Unconstrained Bond Series, as well as other Series of the fund.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!