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INPBX American Funds Income Portfolio B

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Fund INPBX American Funds Income Portfolio B STFBX State Farm Balanced VSMGX Vanguard LifeStrategy Moderate Gr Inv  
100% 87% 87%
Annual Fees
(1.42% Exp. Ratio)
(0.13% Exp. Ratio)
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$22,274.49 $32,899.92 $32,801.24
Est. savings over 30 yrs +$10,625.43 +$10,526.75
As of 9/30/16
1 YR RETURN 10.23%
3 YR 4.92%
5 YR --
10 YR --
1 YR RETURN 10.72%
3 YR 7.61%
5 YR 8.87%
10 YR 5.81%
1 YR RETURN 10.26%
3 YR 6.24%
5 YR 9.30%
10 YR 5.28%
The investment seeks current income and, secondarily, long-term growth of capital. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will typically seek to generate income from their investments and may include growth-and-income, equity-income, balanced and bond funds. Through its investments in the underlying funds, the fund will have significant exposure to dividend-paying stocks. It will seek exposure to issuers domiciled outside the United States, including those domiciled in emerging markets.
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 capital appreciation and a low to moderate level of current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and 40% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.

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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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