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ONCFX JPMorgan Investor Conservative Growth S

4 lower fee alternatives found

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Fund ONCFX JPMorgan Investor Conservative Growth S VWINX Vanguard Wellesley® Income Inv FFANX Fidelity Asset Manager® 40%  
Similarity
?
100% 85% 86%
Annual Fees
?
$86.08
(0.83% Exp. Ratio)
$23.85
(0.23% Exp. Ratio)
$57.04
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$23,217.47 $27,823.04 $25,266.73
Est. savings over 30 yrs +$4,605.57 +$2,049.26
Return
As of 11/30/16
1 YR RETURN 3.52%
3 YR 3.25%
5 YR 5.44%
10 YR 4.69%
1 YR RETURN 5.80%
3 YR 5.57%
5 YR 7.54%
10 YR 6.58%
1 YR RETURN 3.70%
3 YR 3.62%
5 YR 6.21%
10 YR --
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 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).

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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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