Investment Test Drive

OBCIX Oppenheimer Conservative Inv B

12 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund OBCIX Oppenheimer Conservative Inv B FTANX Fidelity Asset Manager® 30% FFANX Fidelity Asset Manager® 40%  
Similarity
?
100% 87% 87%
Annual Fees
?
$179.41
(1.73% Exp. Ratio)
$56.00
(0.54% Exp. Ratio)
$57.04
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$17,654.62 $25,332.80 $25,256.50
Est. savings over 30 yrs +$7,678.19 +$7,601.89
Return
As of 11/30/16
1 YR RETURN 2.17%
3 YR 1.76%
5 YR 3.54%
10 YR -0.11%
1 YR RETURN 3.56%
3 YR 3.29%
5 YR 5.22%
10 YR --
1 YR RETURN 3.70%
3 YR 3.62%
5 YR 6.21%
10 YR --
Description
The investment seeks total return. The fund is a special type of mutual fund known as a "fund of funds" because it invests in other mutual funds. Under normal market conditions, it allocates its assets among the underlying funds based on asset allocation targets ranges of 50-80% in fixed-income funds, 20-50% in equity funds (of which up to 15% of the fund may be foreign equity funds) and up to 15% in alternative funds that provide asset diversification.
The investment seeks a high level of current income; capital appreciation is the secondary objective. The fund allocates its 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 current income as well as total return; capital appreciation is the secondary objective. The fund allocates its 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).

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!