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BIGPX BlackRock 60/40 Target Allocation Instl

3 lower fee alternatives found

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Fund BIGPX BlackRock 60/40 Target Allocation Instl VBIAX Vanguard Balanced Index Adm FBALX Fidelity® Balanced  
100% 86% 87%
Annual Fees
(0.62% Exp. Ratio)
(0.08% Exp. Ratio)
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$28,545.59 $33,584.74 $29,154.99
Est. savings over 30 yrs +$5,039.15 +$609.40
As of 10/31/16
1 YR RETURN 1.17%
3 YR 4.80%
5 YR 9.13%
10 YR --
1 YR RETURN 4.48%
3 YR 6.35%
5 YR 9.15%
10 YR 6.34%
1 YR RETURN 3.33%
3 YR 6.35%
5 YR 9.41%
10 YR 5.98%
The investment seeks long term capital appreciation, and current income is also a consideration. The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets. Normally, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may, when consistent with its investment objective, buy or sell options or futures, or enter into total return swaps and foreign currency transactions (collectively, commonly known as derivatives). It is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP U.S. Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index.
The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).

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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.


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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