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RCABX RiverFront Conservative Inc Builder A

5 lower fee alternatives found

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Fund RCABX RiverFront Conservative Inc Builder A PRSIX T. Rowe Price Personal Strat Inc TCAIX Thrivent Moderately Cnsrv Allocation S  
100% 86% 88%
Annual Fees
(1.43% Exp. Ratio)
(0.59% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
$18,296.94 $23,601.41 $22,830.38
Est. savings over 30 yrs +$5,304.47 +$4,533.44
As of 12/31/16
1 YR RETURN 4.89%
3 YR 2.15%
5 YR --
10 YR --
1 YR RETURN 6.27%
3 YR 3.56%
5 YR 6.95%
10 YR 5.38%
1 YR RETURN 7.26%
3 YR 3.94%
5 YR 6.25%
10 YR 4.51%
The investment seeks to provide current income and potential for that income to grow over time. Under normal conditions, the fund's portfolio is expected to have between 50% and 90% of its assets invested in various fixed-income securities, including high- and low-grade corporate debt, with the balance of the fund (typically 10-50%) invested in a diversified basket of dividend-paying stocks, including small-and mid-cap domestic and foreign securities (including emerging markets).
The investment seeks the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. The fund invests in a diversified portfolio typically consisting of approximately 40% stocks; 55% bonds, money market securities, and cash reserves; and 5% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (30-50%), bonds and money markets (45-65%), and alternative investments (0-10%).
The investment seeks long-term capital growth while providing reasonable stability of principal. The fund invests in a combination of underlying funds and directly held financial instruments. It generally invests 35-75% of its assets in debt securities, 25-65% of its assets in equity securities. The fund may also enter into credit default swap agreements on security indexes. It may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.

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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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