Investment Test Drive

SCCTX RidgeWorth Conservative Allc Strat I

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund SCCTX RidgeWorth Conservative Allc Strat I AOM iShares Core Moderate Allocation VWINX Vanguard Wellesley® Income Inv  
Similarity
?
100% 88% 86%
Annual Fees
?
$78.65
(0.76% Exp. Ratio)
$23.80
(0.23% Exp. Ratio)
$23.80
(0.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$22,215.08 $26,064.19 $26,064.19
Est. savings over 30 yrs +$3,849.12 +$3,849.12
Return
As of 10/31/16
1 YR RETURN 2.00%
3 YR 3.45%
5 YR 4.95%
10 YR 5.34%
1 YR RETURN 4.20%
3 YR 3.48%
5 YR 5.48%
10 YR --
1 YR RETURN 6.59%
3 YR 6.11%
5 YR 7.58%
10 YR 6.80%
Description
The investment seeks to provide a high level of capital appreciation and current income. The fund invests between 50% and 80% of its assets in underlying fixed income funds, and between 20% and 40% of its assets in underlying equity funds. Its remaining assets may be invested in cash and cash equivalents, including unaffiliated money market funds, securities issued by the U.S. government, its agencies or instrumentalities, repurchase agreements and short-term paper.
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 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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!