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TCSHX Transamerica Strategic High Income C

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Fund TCSHX Transamerica Strategic High Income C TBAYX Touchstone Dynamic Diversified Income Y PCEF PowerShares CEF Income Composite ETF  
Similarity
?
100% 85% 86%
Annual Fees
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$203.92
(1.97% Exp. Ratio)
$112.83
(1.09% Exp. Ratio)
$200.82
(1.94% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
$15,510.18 $20,279.30 $15,653.21
Est. savings over 30 yrs +$4,769.11 +$143.03
Return
As of 12/31/16
1 YR RETURN 8.34%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.06%
3 YR 3.73%
5 YR 7.08%
10 YR 4.70%
1 YR RETURN 14.09%
3 YR 5.69%
5 YR 7.33%
10 YR --
Description
The investment seeks current income while providing long-term capital appreciation. The fund's sub-adviser deploys an active strategy that normally seeks to invest in a range of securities, including primarily U.S. stocks with market capitalizations in excess of $3 billion, preferred stocks, and income producing fixed income securities. The fund invests in a diversified portfolio of credit and equity securities and may shift its investments from one asset class to another in order to achieve the fund's income objective.
The investment seeks to provide investors with current income. The fund is a "fund-of-funds," which seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity-income oriented underlying funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). The majority of the underlying funds in which the fund invests will be affiliated funds.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S-Network Composite Closed-End Fund IndexSM (the "underlying index"). The fund generally invests at least 90% of its total assets in securities of U.S.-listed closed-end funds that comprise the underlying index. It is a "fund of funds," as it invests its assets in the common shares of funds included in the underlying index rather than in individual securities (the "underlying funds").

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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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