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CGBNX CG Core Balanced Institutional

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Fund CGBNX CG Core Balanced Institutional JAVAX James Aggressive Allocation  
100% 85%
Annual Fees
(1.02% Exp. Ratio)
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$28,600.38 $28,861.58
Est. savings over 30 yrs +$261.20
As of 9/30/16
1 YR RETURN 5.48%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.96%
3 YR --
5 YR --
10 YR --
The investment seeks to produce growth of capital, with a secondary objective of realization of current income through the receipt of interest or dividends. The fund seeks to achieve its investment objective by investing primarily in equity and fixed income securities of companies of any size. Realization of current income through the receipt of interest or dividends from investments is a secondary objective, although receipt of income may accompany capital appreciation. It seeks to achieve its secondary objective of income generation through selection of dividend-paying securities.
The investment seeks to provide total return through a combination of growth and income; preservation of capital in declining markets is a secondary objective. Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued, and in high quality fixed income securities. The fund will normally hold both equity securities and fixed income securities, with typically at least 60% of its assets in equity securities and at least 15% of its assets in fixed income securities.

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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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