Investment Test Drive

AZNCX AllianzGI Income & Growth C

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 AZNCX AllianzGI Income & Growth C THYFX Thrivent Diversified Income Plus S  
Similarity
?
100% 87%
Annual Fees
?
$211.10
(2.04% Exp. Ratio)
$83.82
(0.81% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$15,049.03 $21,881.74
Est. savings over 30 yrs +$6,832.71
Return
As of 10/31/16
1 YR RETURN 2.75%
3 YR 3.14%
5 YR 6.57%
10 YR --
1 YR RETURN 4.01%
3 YR 3.78%
5 YR 6.92%
10 YR 5.48%
Description
The investment seeks total return comprised of current income, current gains and capital appreciation. The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities, debt securities and convertible securities. The allocation of the fund's investments across asset classes will vary substantially from time to time. The fund's investments in each asset class are based upon the portfolio managers' assessment of economic conditions and market factors, including equity price levels, interest rate levels and their anticipated direction.
The investment seeks to maximize income while maintaining prospects for capital appreciation. Under normal circumstances, the fund invests 50-90% in debt securities and 10-50% in equity securities. The equity securities in which the fund invests are primarily income-producing and may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock. Under normal circumstances, the Advisor intends to invest in real estate investment trusts ("REITs").

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!