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JNBSX JPMorgan Income Builder Select

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Fund JNBSX JPMorgan Income Builder Select IYLD iShares Morningstar Multi-Asset Income  
Similarity
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100% 85%
Annual Fees
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$62.22
(0.60% Exp. Ratio)
$61.19
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$24,888.40 $24,963.63
Est. savings over 30 yrs +$75.23
Return
As of 11/30/16
1 YR RETURN 4.23%
3 YR 3.14%
5 YR 7.18%
10 YR --
1 YR RETURN 6.87%
3 YR 4.48%
5 YR --
10 YR --
Description
The investment seeks to maximize income while maintaining prospects for capital appreciation. The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. There is no limit on the number of countries in which the fund may invest, and the fund may focus its investments in a single country or a small group of countries. It may invest up to 100% of its total assets in debt securities and other types of investments that are below investment grade.
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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