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BAAPX BlackRock 80/20 Target Allocation A

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Fund BAAPX BlackRock 80/20 Target Allocation A TRSGX T. Rowe Price Personal Strat Gr  
100% 90%
Annual Fees
(0.91% Exp. Ratio)
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$29,567.74 $30,661.04
Est. savings over 30 yrs +$1,093.29
As of 9/30/16
1 YR RETURN 8.01%
3 YR 6.38%
5 YR 12.35%
10 YR --
1 YR RETURN 11.68%
3 YR 6.86%
5 YR 12.62%
10 YR 6.39%
The investment seeks long term capital appreciation. The fund, which is a fund of funds, normally obtains exposure to equity securities in an amount equal to 80% of its assets and exposure to fixed-income securities in an amount equal to 20% of its assets. Under normal circumstances, the advisor intends to invest primarily in affiliated open-end funds and affiliated ETFs. The fund may, when consistent with its investment objective, buy or sell options or futures, or enter into total return swaps and foreign currency transactions (collectively, commonly known as derivatives). It is non-diversified.
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.

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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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