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IBPSX Voya Balanced Port S

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Fund IBPSX Voya Balanced Port S TRPBX T. Rowe Price Personal Strat Bal  
Similarity
?
100% 86%
Annual Fees
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$97.05
(0.93% Exp. Ratio)
$74.09
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$27,138.63 $29,006.03
Est. savings over 30 yrs +$1,867.40
Return
As of 11/30/16
1 YR RETURN 4.17%
3 YR 3.65%
5 YR 7.71%
10 YR 3.94%
1 YR RETURN 4.51%
3 YR 4.23%
5 YR 8.73%
10 YR 5.81%
Description
The investment seeks total return consisting of capital appreciation (both realized and unrealized) and current income; long-term capital appreciation is the secondary consideration. The Portfolio seeks to achieve its investment objectives by investing in a diversified portfolio of various asset classes and investment strategies managed by the sub-adviser ("Sub-Adviser"). The Portfolio may invest in domestic and international securities, including emerging markets securities, which may be denominated in foreign currencies or in the U.S. dollar.
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.

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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