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POBBX Pacific Funds Port Optim Mod-Cnsrv B

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Fund POBBX Pacific Funds Port Optim Mod-Cnsrv B AOM iShares Core Moderate Allocation TRRIX T. Rowe Price Retirement Balanced  
Similarity
?
100% 85% 89%
Annual Fees
?
$219.45
(2.12% Exp. Ratio)
$25.88
(0.25% Exp. Ratio)
$59.00
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.52% annual return
$14,822.36 $26,150.84 $23,747.71
Est. savings over 30 yrs +$11,328.48 +$8,925.35
Return
As of 12/31/16
1 YR RETURN 5.33%
3 YR 2.05%
5 YR 4.63%
10 YR 3.58%
1 YR RETURN 5.68%
3 YR 2.94%
5 YR 5.50%
10 YR --
1 YR RETURN 6.48%
3 YR 3.17%
5 YR 5.70%
10 YR 4.53%
Description
The investment seeks current income and moderate growth of capital. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in other funds of the Trust (the "underlying funds"). The fund's exposure to the debt is expected to be within 50-70%; the fund's exposure to the equity is expected to be within 30-50%. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.
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 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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