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LDYCX QS Dynamic Multi-Strategy C

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Fund LDYCX QS Dynamic Multi-Strategy C SWOBX Schwab Balanced SWBGX Schwab MarketTrack Balanced  
Similarity
?
100% 85% 87%
Annual Fees
?
$229.35
(2.20% Exp. Ratio)
$64.63
(0.62% Exp. Ratio)
$66.72
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$17,874.55 $28,909.41 $28,735.38
Est. savings over 30 yrs +$11,034.86 +$10,860.83
Return
As of 12/31/16
1 YR RETURN -3.24%
3 YR -1.41%
5 YR --
10 YR --
1 YR RETURN 5.29%
3 YR 4.97%
5 YR 8.66%
10 YR 5.08%
1 YR RETURN 8.96%
3 YR 4.28%
5 YR 7.93%
10 YR 4.49%
Description
The investment seeks the highest total return (that is, a combination of income and long-term capital appreciation) over time consistent with its asset mix; the fund will seek to reduce volatility as a secondary objective. The fund invests primarily in other funds. These underlying funds are open-end funds managed by the manager or its affiliates, or exchange-traded funds ("ETFs") that are based on an index and managed by unaffiliated investment advisers. It seeks to achieve its objectives by investing in a broad range of asset classes and investment styles, combined with multiple layers of risk management strategies.
The investment seeks capital growth and income. The fund generally invests in a diversified group of other Schwab and/or Laudus Funds. It invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed income securities (including bonds and fixed income funds), and cash and cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.
The investment seeks both capital growth and income. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes bond, stock and cash investments. The portfolio's allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.

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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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