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CPCZX Columbia Capital Allocation Moderate R4

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Fund CPCZX Columbia Capital Allocation Moderate R4 VWINX Vanguard Wellesley® Income Inv IYLD iShares Morningstar Multi-Asset Income  
Similarity
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100% 86% 85%
Annual Fees
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$86.08
(0.83% Exp. Ratio)
$23.85
(0.23% Exp. Ratio)
$61.19
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$23,216.80 $27,822.24 $24,962.90
Est. savings over 30 yrs +$4,605.44 +$1,746.11
Return
As of 11/30/16
1 YR RETURN 3.71%
3 YR 4.09%
5 YR 7.36%
10 YR 5.21%
1 YR RETURN 5.80%
3 YR 5.57%
5 YR 7.54%
10 YR 6.58%
1 YR RETURN 6.87%
3 YR 4.48%
5 YR --
10 YR --
Description
The investment seeks the highest level of total return that is consistent with a moderate level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.
The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of its assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.
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.

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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