Investment Test Drive

PSMRX Pioneer Solutions Conservative R

6 lower fee alternatives found

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Fund PSMRX Pioneer Solutions Conservative R VASIX Vanguard LifeStrategy Income Inv TSILX TIAA-CREF Lifestyle Income Retail  
Similarity
?
100% 85% 91%
Annual Fees
?
$154.74
(1.51% Exp. Ratio)
$12.30
(0.12% Exp. Ratio)
$72.76
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.48% annual return
$13,205.26 $20,106.61 $16,832.48
Est. savings over 30 yrs +$6,901.35 +$3,627.22
Return
As of 11/30/16
1 YR RETURN 0.61%
3 YR 1.45%
5 YR 4.09%
10 YR 3.21%
1 YR RETURN 3.12%
3 YR 3.57%
5 YR 4.32%
10 YR 4.06%
1 YR RETURN 2.59%
3 YR 2.44%
5 YR --
10 YR --
Description
The investment seeks long-term capital growth and current income. The fund is a "fund of funds." It seeks to achieve its investment objectives by primarily investing in other funds ("underlying funds"). The fund may also invest directly in securities and use derivatives. It invests mainly in funds managed by Pioneer or one of its affiliates. The fund may also invest in securities of unaffiliated mutual funds or exchange-traded funds (ETFs) when the desired economic exposure to a particular asset category or investment strategy is not available through a Pioneer fund.
The investment seeks current income and some capital appreciation. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 80% of the fund's assets to bonds and 20% to common stocks. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar (but hedged by Vanguard to minimize foreign currency exposure).
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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