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CAPRX Federated Capital Income R

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Fund CAPRX Federated Capital Income R THYFX Thrivent Diversified Income Plus S  
Similarity
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100% 88%
Annual Fees
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$119.01
(1.15% Exp. Ratio)
$83.82
(0.81% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$19,739.92 $21,881.74
Est. savings over 30 yrs +$2,141.82
Return
As of 10/31/16
1 YR RETURN 2.34%
3 YR 0.99%
5 YR 4.99%
10 YR 4.38%
1 YR RETURN 4.01%
3 YR 3.78%
5 YR 6.92%
10 YR 5.48%
Description
The investment seeks current income and long-term growth of income; capital appreciation is a secondary objective. The fund pursues its investment objectives by investing in both equity and fixed-income securities that have relatively high current income potential. The fund's investment adviser ("Adviser") divides the fund's portfolio between equity and fixed-income investments by first allocating an amount to fixed-income investments sufficient to achieve a minimum income consistent with the fund's strategy of emphasizing relatively high current income potential.
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").

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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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