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FSGYX Nuveen Strategy Growth Allocation I

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Fund FSGYX Nuveen Strategy Growth Allocation I VWELX Vanguard Wellington™ Inv VGSTX Vanguard STAR Inv  
Similarity
?
100% 85% 89%
Annual Fees
?
$116.87
(1.12% 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
$25,605.13 $33,201.23 $32,411.55
Est. savings over 30 yrs +$7,596.10 +$6,806.42
Return
As of 11/30/16
1 YR RETURN 3.58%
3 YR 3.88%
5 YR 8.24%
10 YR 4.84%
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 capital growth with a moderate level of current income. The fund is a "fund of funds" which invests primarily in a variety of other mutual funds that are also advised by the fund's investment adviser (the "underlying funds"). The fund seeks to achieve its objective by providing high allocations to various underlying funds that invest primarily in equity securities, including small company and international company equity securities, with relatively little emphasis on underlying funds that invest primarily in fixed income securities.
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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