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CGBRX Columbia Capital Allocation Mod Agrsv R4

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Fund CGBRX Columbia Capital Allocation Mod Agrsv R4 TRPBX T. Rowe Price Personal Strat Bal  
100% 88%
Annual Fees
(0.91% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$26,019.61 $27,642.12
Est. savings over 30 yrs +$1,622.50
As of 9/30/16
1 YR RETURN 10.20%
3 YR 6.17%
5 YR 9.83%
10 YR 6.21%
1 YR RETURN 10.82%
3 YR 6.24%
5 YR 10.58%
10 YR 6.41%
The investment seeks the highest level of total return that is consistent with a moderate aggressive level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio typically consisting of approximately 60% stocks; 35% 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 (50-70%), bonds and money markets (25-45%), and alternative investments (0-10%).

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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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