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ATBIX Patriot Balanced I

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Fund ATBIX Patriot Balanced I SWHGX Schwab MarketTrack Growth FSDIX Fidelity® Strategic Dividend & Income®  
100% 85% 86%
Annual Fees
(2.03% Exp. Ratio)
(0.62% Exp. Ratio)
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$21,509.84 $33,022.78 $31,464.48
Est. savings over 30 yrs +$11,512.94 +$9,954.64
As of 12/31/16
1 YR RETURN 7.87%
3 YR 2.61%
5 YR 7.06%
10 YR --
1 YR RETURN 11.32%
3 YR 4.85%
5 YR 10.07%
10 YR 5.00%
1 YR RETURN 12.73%
3 YR 8.08%
5 YR 11.28%
10 YR 5.69%
The investment seeks total return from income and growth of capital. Under normal market conditions, the fund invests at least 25% of its assets in common stocks and at least 25% of its assets in fixed income securities that pass the adviser's "patriotic" investment screening process. The adviser's patriotic investment screen eliminates common stocks and other securities issued by companies doing business in nations supporting terrorism including those nations "defined by the U.S. State Department as "Terror Nations." Currently, there are several countries designated as Terror Nations: Iran, Sudan and Syria.
The investment seeks high capital growth with less volatility than an all-stock portfolio. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes stock, bond and cash investments. The portfolio's allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 80% equity, 15% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.
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.

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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.


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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