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ATBTX Patriot Balanced C

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Fund ATBTX Patriot Balanced C SWHGX Schwab MarketTrack Growth FASGX Fidelity Asset Manager® 70%  
100% 85% 86%
Annual Fees
(3.03% Exp. Ratio)
(0.62% Exp. Ratio)
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$15,811.69 $33,023.73 $31,944.56
Est. savings over 30 yrs +$17,212.04 +$16,132.88
As of 12/31/16
1 YR RETURN 6.78%
3 YR 1.64%
5 YR 5.99%
10 YR --
1 YR RETURN 11.32%
3 YR 4.85%
5 YR 10.07%
10 YR 5.00%
1 YR RETURN 7.08%
3 YR 3.99%
5 YR 9.04%
10 YR 4.98%
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 to maximize total return over the long term. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).

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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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