Investment Test Drive

DFGIX Delaware Foundation® Growth Allc I

3 lower fee alternatives found

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Fund DFGIX Delaware Foundation® Growth Allc I FASGX Fidelity Asset Manager® 70% FAMRX Fidelity Asset Manager® 85%  
Similarity
?
100% 87% 86%
Annual Fees
?
$94.35
(0.90% Exp. Ratio)
$76.53
(0.73% Exp. Ratio)
$79.67
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.83% annual return
$31,404.25 $33,061.27 $32,762.84
Est. savings over 30 yrs +$1,657.01 +$1,358.58
Return
As of 11/30/16
1 YR RETURN 3.33%
3 YR 2.94%
5 YR 7.79%
10 YR 4.49%
1 YR RETURN 3.86%
3 YR 4.18%
5 YR 8.69%
10 YR 4.91%
1 YR RETURN 3.78%
3 YR 4.45%
5 YR 9.91%
10 YR 5.07%
Description
The investment seeks long-term capital growth. The fund invests in a combination of underlying securities representing a variety of asset classes and investment styles. It will typically target about 80% of its net assets in equity securities and about 20% of its net assets in fixed income securities. The fund may invest 15% to 70% of net assets in foreign securities and up to 20% of net assets in emerging market securities.
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).
The investment seeks to maximize total return over the long term. The fund allocates its assets between two main asset classes: the stock class (equity securities of all types) and the bond and short-term/money market class (fixed-income securities of all types and maturities, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds). It maintains a neutral mix over time of 85% of assets in stocks and 15% of assets in bonds and short-term and money market instruments.

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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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