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QCIBX QCI Balanced Institutional

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Fund QCIBX QCI Balanced Institutional TRRIX T. Rowe Price Retirement Balanced FBIKX First Investors Balanced Income Advisor  
Similarity
?
100% 86% 86%
Annual Fees
?
$106.82
(1.03% Exp. Ratio)
$59.11
(0.57% Exp. Ratio)
$88.15
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$21,853.08 $25,114.74 $23,077.41
Est. savings over 30 yrs +$3,261.66 +$1,224.33
Return
As of 11/30/16
1 YR RETURN 4.27%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.32%
3 YR 3.11%
5 YR 5.53%
10 YR 4.51%
1 YR RETURN 5.01%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to balance current income and principal conservation with the opportunity for long-term growth. The fund seeks to balance current income and principal conservation with the opportunity for long-term growth. The Advisor seeks to achieve the fund's investment objective by investing in a diverse portfolio of corporate, agency, and U.S. government fixed income securities, preferred stock, common stock of primarily large and mid-capitalization issuers, and derivative securities. Allocation to equity and fixed income securities will range from 25% to 75% of assets.
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.
The investment seeks income as its primary objective and has a secondary objective of capital appreciation. The fund allocates its assets among bonds, stocks and money market instruments. While the percentage of assets allocated to each asset class is flexible rather than fixed, under normal market conditions, it will invest approximately 60-80% of its net assets in bonds, money market instruments and cash and investments that provide exposure to such assets, including exchange-traded funds ("ETFs") and approximately 20-40% of its net assets in stocks and investments that provide exposure to such assets, including ETFs.

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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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