Investment Test Drive

OIBFX JPMorgan Investor Balanced Select

7 lower fee alternatives found

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Fund OIBFX JPMorgan Investor Balanced Select STFBX State Farm Balanced VWELX Vanguard Wellington™ Inv  
Similarity
?
100% 85% 85%
Annual Fees
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$91.74
(0.88% Exp. Ratio)
$13.55
(0.13% Exp. Ratio)
$27.11
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$26,737.49 $33,522.27 $32,237.61
Est. savings over 30 yrs +$6,784.77 +$5,500.11
Return
As of 12/31/16
1 YR RETURN 6.78%
3 YR 4.10%
5 YR 7.62%
10 YR 5.34%
1 YR RETURN 9.54%
3 YR 6.05%
5 YR 7.80%
10 YR 5.59%
1 YR RETURN 11.01%
3 YR 6.85%
5 YR 10.44%
10 YR 6.89%
Description
The investment seeks high total return consistent with the preservation of capital by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity and fixed income securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 50% in income securities and 50% in equity securities.
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 provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

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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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