Investment Test Drive

LOWIX Ladenburg Growth & Income I

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Fund LOWIX Ladenburg Growth & Income I VBIAX Vanguard Balanced Index Adm STFBX State Farm Balanced  
Similarity
?
100% 89% 87%
Annual Fees
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$102.27
(0.98% Exp. Ratio)
$8.35
(0.08% Exp. Ratio)
$13.57
(0.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$26,717.66 $35,049.63 $34,527.27
Est. savings over 30 yrs +$8,331.98 +$7,809.61
Return
As of 11/30/16
1 YR RETURN 1.67%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.99%
3 YR 6.38%
5 YR 9.57%
10 YR 6.33%
1 YR RETURN 5.83%
3 YR 6.06%
5 YR 7.58%
10 YR 5.42%
Description
The investment seeks long-term growth of capital with a secondary objective of producing current income. The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange-traded notes ("ETNs") and mutual funds (together, "underlying funds"). It may invest up to 40% of its net assets in underlying funds that primarily invest in foreign securities. The fund's adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 40-70%; Fixed Income 20-50%; Alternatives 0-20%. It is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP U.S. Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index.
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.

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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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