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UCMCX USAA Cornerstone Moderately Cnsrv

9 lower fee alternatives found

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Fund UCMCX USAA Cornerstone Moderately Cnsrv PRSIX T. Rowe Price Personal Strat Inc FFANX Fidelity Asset Manager® 40%  
Similarity
?
100% 90% 85%
Annual Fees
?
$102.67
(0.99% Exp. Ratio)
$61.19
(0.59% Exp. Ratio)
$57.04
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$22,118.96 $24,962.90 $25,266.00
Est. savings over 30 yrs +$2,843.94 +$3,147.04
Return
As of 11/30/16
1 YR RETURN 2.43%
3 YR 1.75%
5 YR --
10 YR --
1 YR RETURN 4.24%
3 YR 3.57%
5 YR 6.78%
10 YR 5.34%
1 YR RETURN 3.70%
3 YR 3.62%
5 YR 6.21%
10 YR --
Description
The investment seeks current income with a secondary focus on capital appreciation. The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 40% equity securities and 60% fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. The implementation of the asset allocation may involve the extensive use of equity and fixed-income exchange-traded funds (ETFs).
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 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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