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ONCFX JPMorgan Investor Conservative Growth S

6 lower fee alternatives found

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Fund ONCFX JPMorgan Investor Conservative Growth S AOM iShares Core Moderate Allocation FFANX Fidelity Asset Manager® 40%  
100% 87% 88%
Annual Fees
(0.89% Exp. Ratio)
(0.23% Exp. Ratio)
(0.56% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.45% annual return
$21,158.73 $25,820.48 $23,377.53
Est. savings over 30 yrs +$4,661.76 +$2,218.81
As of 9/30/16
1 YR RETURN 6.60%
3 YR 4.49%
5 YR 6.31%
10 YR 5.02%
1 YR RETURN 8.69%
3 YR 4.71%
5 YR 6.66%
10 YR --
1 YR RETURN 8.76%
3 YR 4.96%
5 YR 7.32%
10 YR --
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 track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Moderate Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
The investment seeks current income as well as total return; capital appreciation is the secondary objective. The fund allocates the fund's 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.


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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