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AXBAX Columbia Capital Allocation Agrsv A

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Fund AXBAX Columbia Capital Allocation Agrsv A FFNOX Fidelity® Four-in-One Index SWHGX Schwab MarketTrack Growth  
Similarity
?
100% 91% 90%
Annual Fees
?
$125.80
(1.20% Exp. Ratio)
$11.53
(0.11% Exp. Ratio)
$65.00
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.83% annual return
$28,673.93 $39,851.00 $34,178.16
Est. savings over 30 yrs +$11,177.07 +$5,504.23
Return
As of 11/30/16
1 YR RETURN 3.44%
3 YR 4.37%
5 YR 9.25%
10 YR 4.82%
1 YR RETURN 4.40%
3 YR 4.99%
5 YR 10.27%
10 YR 5.14%
1 YR RETURN 6.89%
3 YR 4.78%
5 YR 9.69%
10 YR 4.92%
Description
The investment seeks the highest level of total return that is consistent with an aggressive level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.
The investment seeks high total return. The fund invests in a combination of four Fidelity® stock and bond index funds (underlying Fidelity® Funds) using an asset allocation strategy designed for investors seeking a broadly diversified, index-based investment. It allocates approximately 48% of its assets in Fidelity® 500 Index Fund, 12% in Fidelity® Extended Market Index Fund, 25% in Fidelity® International Index Fund, and 15% Fidelity® U.S. Bond Index Fund.
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.

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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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