Investment Test Drive

JULCX JHancock Lifestyle Conservative R6

1 lower fee alternative found

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Fund JULCX JHancock Lifestyle Conservative R6 USCCX USAA Cornerstone Conservative  
Similarity
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100% 90%
Annual Fees
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$86.08
(0.84% Exp. Ratio)
$72.76
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.48% annual return
$16,195.57 $16,844.80
Est. savings over 30 yrs +$649.24
Return
As of 10/31/16
1 YR RETURN 4.52%
3 YR 3.00%
5 YR 4.79%
10 YR 4.90%
1 YR RETURN 5.52%
3 YR 3.24%
5 YR --
10 YR --
Description
The investment seeks a high level of current income with some consideration given to growth of capital. The fund normally invests approximately 80% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 20% in underlying funds that invest primarily in equity securities. It may have an equity/fixed-income underlying fund allocation ranging between 10%/90% and 30%/70%. The fund may invest in various underlying funds that, as a group, hold a wide range of equity-type securities. It may invest in affiliated and nonaffiliated investment companies.
The investment seeks current income; the fund also considers the potential for capital appreciation. The fund invests in a selection of USAA mutual funds (underlying USAA Funds) consisting of a target asset class allocation of approximately 20% equity securities and 80% fixed-income securities. This is often referred to as a fund-of-funds investment strategy. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. It may invest in investment-grade and below-investment-grade fixed-income securities.

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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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