Investment Test Drive

SPDCX Deutsche Multi-Asset Conservative Allc C

13 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 SPDCX Deutsche Multi-Asset Conservative Allc C TRRIX T. Rowe Price Retirement Balanced PRSIX T. Rowe Price Personal Strat Inc  
Similarity
?
100% 88% 85%
Annual Fees
?
$197.05
(1.90% Exp. Ratio)
$59.11
(0.57% Exp. Ratio)
$61.19
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$16,767.30 $25,114.01 $24,962.90
Est. savings over 30 yrs +$8,346.71 +$8,195.60
Return
As of 11/30/16
1 YR RETURN -0.09%
3 YR 0.96%
5 YR 4.38%
10 YR 1.61%
1 YR RETURN 4.32%
3 YR 3.11%
5 YR 5.53%
10 YR 4.51%
1 YR RETURN 4.24%
3 YR 3.57%
5 YR 6.78%
10 YR 5.34%
Description
The investment seeks to maximize total return. The fund seeks to achieve its objective by investing in a broad range of both traditional asset classes (such as equity and fixed income investments) and alternative asset classes (such as real estate, infrastructure, convertibles, commodities, currencies and absolute return strategies). It will invest between 20% and 50% of assets in equity securities, including investments in underlying funds that invest primarily in equity securities, and between 50% and 80% of assets in fixed income securities, including investments in underlying funds that invest primarily in fixed income securities.
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 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%).

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!