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NLBBX Columbia Capital Allocation Mod Agrsv B

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Fund NLBBX Columbia Capital Allocation Mod Agrsv B STFBX State Farm Balanced AOR iShares Core Growth Allocation  
Similarity
?
100% 85% 89%
Annual Fees
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$199.31
(1.91% Exp. Ratio)
$13.57
(0.13% Exp. Ratio)
$26.09
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$20,128.68 $34,524.29 $33,301.24
Est. savings over 30 yrs +$14,395.61 +$13,172.56
Return
As of 11/30/16
1 YR RETURN 2.69%
3 YR 3.33%
5 YR 7.16%
10 YR 4.72%
1 YR RETURN 5.83%
3 YR 6.06%
5 YR 7.58%
10 YR 5.42%
1 YR RETURN 3.64%
3 YR 3.87%
5 YR 7.46%
10 YR --
Description
The investment seeks the highest level of total return that is consistent with a moderate aggressive level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.
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 to track the investment results of the S&P Target Risk Growth Index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares Underlying Funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Growth Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

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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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