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CLBRX Columbia Capital Allocation Mod Agrsv R

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Fund CLBRX Columbia Capital Allocation Mod Agrsv R VWELX Vanguard Wellington™ Inv VGSTX Vanguard STAR Inv  
Similarity
?
100% 85% 89%
Annual Fees
?
$147.14
(1.41% Exp. Ratio)
$27.13
(0.26% Exp. Ratio)
$35.48
(0.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$23,447.51 $33,204.09 $32,414.34
Est. savings over 30 yrs +$9,756.58 +$8,966.83
Return
As of 11/30/16
1 YR RETURN 3.24%
3 YR 3.87%
5 YR 7.70%
10 YR 5.26%
1 YR RETURN 7.18%
3 YR 6.62%
5 YR 10.35%
10 YR 6.78%
1 YR RETURN 3.99%
3 YR 4.69%
5 YR 8.72%
10 YR 5.55%
Description
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 to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
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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