Investment Test Drive

ARCHX Archer Balanced

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund ARCHX Archer Balanced FSDIX Fidelity® Strategic Dividend & Income® DGIFX Disciplined Growth Investors  
Similarity
?
100% 91% 86%
Annual Fees
?
$128.95
(1.23% Exp. Ratio)
$81.77
(0.78% Exp. Ratio)
$81.77
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$28,465.15 $32,624.10 $32,624.10
Est. savings over 30 yrs +$4,158.95 +$4,158.95
Return
As of 11/30/16
1 YR RETURN 4.45%
3 YR 6.61%
5 YR 8.60%
10 YR 3.14%
1 YR RETURN 9.39%
3 YR 7.67%
5 YR 11.36%
10 YR 5.43%
1 YR RETURN 9.65%
3 YR 7.12%
5 YR 11.49%
10 YR --
Description
The investment seeks total return. The fund seeks to achieve its objective of total return, by investing in a diversified portfolio of equity and fixed income securities. Total return is composed of both income and capital appreciation. As a Balanced Fund, under normal circumstances, the fund will invest up to 70%, but not less than 25% of its total assets in equity securities. Further, under normal circumstances, it will invest at least 30%, but not less than 25% of its total assets in fixed income securities, cash and cash equivalents.
The investment seeks reasonable income; it also considers the potential for capital appreciation. The fund normally invests at least 80% of assets in equity securities. It uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers.
The investment seeks long-term capital growth, and as a secondary objective, modest income with reasonable risk. The fund normally invests approximately 60% of its assets in equity securities and approximately 40% in fixed-income securities and cash equivalents. The fund's fixed-income securities will generally have weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than $1 billion and less than $10 billion. It may invest in both investment-grade and below investment-grade securities.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!