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BABHX BMO Growth Allocation I

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Fund BABHX BMO Growth Allocation I FFNOX Fidelity® Four-in-One Index AOA iShares Core Aggressive Allocation  
Similarity
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100% 92% 89%
Annual Fees
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$73.39
(0.70% Exp. Ratio)
$11.53
(0.11% Exp. Ratio)
$26.21
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$33,411.05 $39,909.21 $38,264.83
Est. savings over 30 yrs +$6,498.15 +$4,853.78
Return
As of 11/30/16
1 YR RETURN 3.63%
3 YR 4.03%
5 YR 9.16%
10 YR 4.65%
1 YR RETURN 4.40%
3 YR 4.99%
5 YR 10.27%
10 YR 5.14%
1 YR RETURN 3.93%
3 YR 4.22%
5 YR 9.41%
10 YR --
Description
The investment seeks to provide total investment return from income and appreciation. The fund normally targets an allocation of approximately 20% of its total assets in funds that invest principally in fixed income securities and 80% of its total assets in funds that invest principally in equity securities. Under normal market conditions the fund allocates its assets among the underlying funds based on asset allocation target ranges of 10-30% of its total assets in funds that invest principally in fixed income securities and 70-90% of its total assets in funds that invest principally in equity securities.
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 to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares Underlying Funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Aggressive Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

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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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