Investment Test Drive

SAWMX SA Worldwide Moderate Growth

2 lower fee alternatives found

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Fund SAWMX SA Worldwide Moderate Growth AABPX American Beacon Balanced Inv ABLSX American Beacon Balanced Adv  
Similarity
?
100% 86% 86%
Annual Fees
?
$117.78
(1.13% Exp. Ratio)
$95.89
(0.92% Exp. Ratio)
$111.53
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.23% annual return
$24,637.30 $26,256.51 $25,089.81
Est. savings over 30 yrs +$1,619.21 +$452.51
Return
As of 12/31/16
1 YR RETURN 10.73%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.04%
3 YR 5.27%
5 YR 9.86%
10 YR 5.21%
1 YR RETURN 11.85%
3 YR 5.10%
5 YR 9.70%
10 YR 5.02%
Description
The investment seeks long-term capital appreciation and current income with a greater emphasis on long-term capital appreciation. The fund currently invests approximately 75% of its assets in equity investments and approximately 25% of its assets in fixed income investments as represented by the holdings of the Underlying SA Funds in which the fund invests. Actual allocations to fixed income investments or equity investments can deviate by up to 10%. It will normally invest at least 25% of its total assets in equity and fixed income investments issued by foreign companies and governments.
The investment seeks income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested in equity securities and between 30% and 50% of the fund's total assets are invested in debt securities. The fund's equity investments may include common stocks, preferred stocks, securities convertible into common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks traded on U.S. exchanges (collectively referred to as "stocks"). It may invest in companies of all market capitalizations.
The investment seeks income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested in equity securities and between 30% and 50% of the fund's total assets are invested in debt securities. The fund's equity investments may include common stocks, preferred stocks, securities convertible into common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks traded on U.S. exchanges (collectively referred to as "stocks"). It may invest in companies of all market capitalizations.

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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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