Investment Test Drive

LOGBX Scharf Balanced Opportunity Retail

1 lower fee alternative found

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Fund LOGBX Scharf Balanced Opportunity Retail FPACX FPA Crescent  
Similarity
?
100% 85%
Annual Fees
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$136.70
(1.31% Exp. Ratio)
$113.74
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$24,169.50 $25,839.21
Est. savings over 30 yrs +$1,669.71
Return
As of 11/30/16
1 YR RETURN 0.76%
3 YR 4.64%
5 YR --
10 YR --
1 YR RETURN 6.95%
3 YR 5.04%
5 YR 8.95%
10 YR 6.78%
Description
The investment seeks long-term capital appreciation and income. The fund invests in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50% and 75% of its total assets to equity securities. Under normal market conditions, the fund allocates between 25% and 50% of its total assets to fixed-income securities.
The investment seeks to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital. The fund's investment adviser invests in both equity and debt securities of companies. The fund's portfolio managers ("portfolio managers") believe that this combination of securities broadens the universe of opportunities for the fund, offers additional diversification and helps to lower volatility. It invests primarily in equity securities and the balance of its portfolio in debt securities, cash and cash equivalents.

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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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