Investment Test Drive

FASMX Fidelity Asset Manager® 50%

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund FASMX Fidelity Asset Manager® 50% STFBX State Farm Balanced VGSTX Vanguard STAR Inv  
Similarity
?
100% 85% 86%
Annual Fees
?
$68.87
(0.66% Exp. Ratio)
$13.57
(0.13% Exp. Ratio)
$35.48
(0.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$29,430.52 $34,524.29 $32,411.55
Est. savings over 30 yrs +$5,093.77 +$2,981.03
Return
As of 11/30/16
1 YR RETURN 3.75%
3 YR 3.86%
5 YR 7.05%
10 YR 4.79%
1 YR RETURN 5.83%
3 YR 6.06%
5 YR 7.58%
10 YR 5.42%
1 YR RETURN 3.99%
3 YR 4.69%
5 YR 8.72%
10 YR 5.55%
Description
The investment seeks high total return with reduced risk over the long term by allocating its assets among stocks, bonds, and short-term instruments. 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).
The investment seeks long-term growth of principal while providing some current income. The fund invests approximately 60% of its total assets in common stocks, and ordinarily limits its common stock investments to no more than 75% of its total assets. Although there is no restriction on the size of companies in which it may invest, ordinarily most of its common stock investments are in companies with market capitalizations of at least $1.5 billion at the time of investment. It ordinarily invests at least 25% of its total assets in fixed income securities, including investment grade bonds issued by U.S. companies and U.S. government and agency obligations.
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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