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AAAIX American Century Strat Allc: Agrsv Instl

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Fund AAAIX American Century Strat Allc: Agrsv Instl TRSGX T. Rowe Price Personal Strat Gr  
Similarity
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100% 94%
Annual Fees
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$94.35
(0.90% Exp. Ratio)
$82.82
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$31,460.92 $32,525.60
Est. savings over 30 yrs +$1,064.68
Return
As of 11/30/16
1 YR RETURN 3.71%
3 YR 4.35%
5 YR 9.08%
10 YR 5.57%
1 YR RETURN 4.34%
3 YR 4.59%
5 YR 10.43%
10 YR 5.75%
Description
The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 79% of its assets in stocks, 20% of its assets in bonds, and 1% of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10% of its assets in below investment-grade securities.
The investment seeks the highest total return over time consistent with a primary emphasis on capital growth and a secondary emphasis on income. The fund invests in a diversified portfolio typically consisting of approximately 80% stocks; 16% bonds, money market securities, and cash reserves; and 4% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (70-90%), bonds and money markets (5-25%), and alternative investments (0-10%).

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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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