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ISFCX Lord Abbett Multi-Asset Income C

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Fund ISFCX Lord Abbett Multi-Asset Income C THYFX Thrivent Diversified Income Plus S FISRX Franklin Income R  
Similarity
?
100% 91% 86%
Annual Fees
?
$198.69
(1.92% Exp. Ratio)
$83.82
(0.81% Exp. Ratio)
$99.34
(0.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$15,612.01 $21,881.74 $20,910.48
Est. savings over 30 yrs +$6,269.73 +$5,298.47
Return
As of 10/31/16
1 YR RETURN 3.66%
3 YR 2.09%
5 YR 5.15%
10 YR 4.56%
1 YR RETURN 4.01%
3 YR 3.78%
5 YR 6.92%
10 YR 5.48%
1 YR RETURN 5.46%
3 YR 2.62%
5 YR 6.46%
10 YR 4.77%
Description
The investment seeks a high level of current income. The fund is a "fund of funds" that invests principally in affiliated mutual funds managed by Lord, Abbett & Co. LLC (the "underlying funds"). Under normal conditions, through the underlying funds, it indirectly invests primarily in fixed income securities and selects U.S. equity securities and foreign (including emerging market) securities. The fund uses a "blend" strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
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").
The investment seeks to maximize income while maintaining prospects for capital appreciation. The fund invests in a diversified portfolio of debt and equity securities. The equity securities in which the fund invests consist primarily of common stocks. Debt securities include all varieties of fixed, floating and variable rate instruments, including secured and unsecured bonds, bonds convertible into common stock, senior floating rate and term loans, mortgage-backed securities and other asset-backed securities, debentures, and shorter term instruments. It may invest up to 100% of its total assets in debt securities that are rated below investment grade.

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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.

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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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