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OICAX JPMorgan Investor Conservative Growth A

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Fund OICAX JPMorgan Investor Conservative Growth A VWINX Vanguard Wellesley® Income Inv TRRIX T. Rowe Price Retirement Balanced  
Similarity
?
100% 85% 91%
Annual Fees
?
$112.00
(1.08% Exp. Ratio)
$23.85
(0.23% Exp. Ratio)
$59.11
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$21,524.28 $27,823.04 $25,114.74
Est. savings over 30 yrs +$6,298.76 +$3,590.45
Return
As of 11/30/16
1 YR RETURN 3.21%
3 YR 2.99%
5 YR 5.16%
10 YR 4.43%
1 YR RETURN 5.80%
3 YR 5.57%
5 YR 7.54%
10 YR 6.58%
1 YR RETURN 4.32%
3 YR 3.11%
5 YR 5.53%
10 YR 4.51%
Description
The investment seeks income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 70% in income securities and 30% in equity securities.
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 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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