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GMRRX Aberdeen Diversified Income R

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Fund GMRRX Aberdeen Diversified Income R FFANX Fidelity Asset Manager® 40% TRRIX T. Rowe Price Retirement Balanced  
Similarity
?
100% 85% 85%
Annual Fees
?
$158.33
(1.53% Exp. Ratio)
$57.95
(0.56% Exp. Ratio)
$58.99
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$17,585.85 $23,598.19 $23,527.10
Est. savings over 30 yrs +$6,012.34 +$5,941.25
Return
As of 10/31/16
1 YR RETURN 3.65%
3 YR 2.45%
5 YR 4.34%
10 YR 3.80%
1 YR RETURN 4.19%
3 YR 4.04%
5 YR 6.07%
10 YR --
1 YR RETURN 4.10%
3 YR 3.34%
5 YR 5.39%
10 YR 4.68%
Description
The investment seeks total return with an emphasis on current income. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in underlying funds (the "underlying funds") and, to a limited extent, in direct investments. The advisor intends to allocate its assets among a wide range of asset classes in a dynamic way to capture income from a number of fixed income, equity and other sources.
The investment seeks current income as well as total return; capital appreciation is the secondary objective. The fund allocates the fund's assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is intended for retired investors who seek income and relative stability from bonds along with some capital appreciation potential from stocks. The fund's "neutral allocations," which are what T. Rowe Price considers broadly appropriate for investors during their retirement years, are 40% stock funds and 60% bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.

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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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