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TNXAX 1290 DoubleLine Dynamic Allocation A

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Fund TNXAX 1290 DoubleLine Dynamic Allocation A FTANX Fidelity Asset Manager® 30% FFANX Fidelity Asset Manager® 40%  
Similarity
?
100% 87% 86%
Annual Fees
?
$136.89
(1.32% Exp. Ratio)
$56.00
(0.54% Exp. Ratio)
$57.04
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$20,010.92 $25,342.33 $25,266.00
Est. savings over 30 yrs +$5,331.41 +$5,255.08
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.56%
3 YR 3.29%
5 YR 5.22%
10 YR --
1 YR RETURN 3.70%
3 YR 3.62%
5 YR 6.21%
10 YR --
Description
The investment seeks total return from long-term capital appreciation and income. Under normal circumstances, the fund will invest in a diversified range of securities and other financial instruments, including derivatives, which provide investment exposure to equity and fixed income investments. It will maintain a strategic, or typical, allocation of approximately 60% of its net assets to equity securities (or financial instruments that provide investment exposure to such securities) and approximately 40% of its net assets to fixed income securities (or financial instruments that provide investment exposure to such securities).
The investment seeks a high level of current income; capital appreciation is the secondary objective. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).
The investment seeks current income as well as total return; capital appreciation is the secondary objective. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).

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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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