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CLNIX Columbia Multi-Asset Income I

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Fund CLNIX Columbia Multi-Asset Income I IYLD iShares Morningstar Multi-Asset Income  
100% 86%
Annual Fees
(0.65% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.39% annual return
$22,382.51 $22,722.93
Est. savings over 30 yrs +$340.41
As of 9/30/16
1 YR RETURN 12.02%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.98%
3 YR 6.05%
5 YR --
10 YR --
The investment seeks to provide shareholders with a high level of current income; total return is the secondary objective. Under normal circumstances, the fund allocates its assets to multiple asset classes, such as equity, fixed income and cash/cash equivalents, as well as strategies designed to achieve desired investment exposures, including through the use of derivatives and other instruments and assets. It may invest in the securities, instruments and assets described herein directly, or indirectly through investments in other mutual funds and exchange-traded funds (ETFs) managed by third parties or the investment manager or its affiliates.
The investment seeks to track the investment results of the Morningstar® Multi-Asset High Income IndexSM. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying funds) of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is broadly diversified and seeks to deliver high current income while maintaining long-term capital appreciation.

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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.


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