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BCGTX Sterling Capital Strategic Allc Bal I

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Fund BCGTX Sterling Capital Strategic Allc Bal I VSMGX Vanguard LifeStrategy Moderate Gr Inv VGSTX Vanguard STAR Inv  
Similarity
?
100% 89% 89%
Annual Fees
?
$112.59
(1.08% Exp. Ratio)
$14.59
(0.14% Exp. Ratio)
$35.45
(0.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$25,165.48 $33,421.72 $31,470.84
Est. savings over 30 yrs +$8,256.24 +$6,305.37
Return
As of 12/31/16
1 YR RETURN 5.60%
3 YR 4.10%
5 YR 7.16%
10 YR 3.83%
1 YR RETURN 7.13%
3 YR 4.48%
5 YR 7.96%
10 YR 4.69%
1 YR RETURN 6.55%
3 YR 4.53%
5 YR 8.89%
10 YR 5.56%
Description
The investment seeks capital appreciation and, secondarily, income. The fund will invest 40% to 75% of its total assets in underlying funds which invest mainly in equity securities and 20% to 50% of its total assets in underlying funds which invest mainly in fixed income securities (including investment grade and high yield ("junk") bonds and floating rate securities). It will invest in underlying funds which invest in securities of U.S., international and emerging market issuers.
The investment seeks capital appreciation and a low to moderate level of current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and 40% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.
The investment seeks long-term capital appreciation and income. As a "fund of funds," the fund invests in a diversified portfolio of other Vanguard mutual funds, rather than in individual securities. It follows a balanced investment approach by placing 60% to 70% of its assets in common stocks through eight stock funds; 20% to 30% of its assets in bonds through two bond funds; and 10% to 20% of its assets in short-term investments through a short-term bond fund. Through the underlying funds, the fund owns a diversified mix of stocks and bonds.

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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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