Investment Test Drive

OAAAX Oppenheimer Active Allc A

12 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund OAAAX Oppenheimer Active Allc A FFNOX Fidelity® Four-in-One Index VASGX Vanguard LifeStrategy Growth Inv  
Similarity
?
100% 89% 90%
Annual Fees
?
$123.71
(1.18% Exp. Ratio)
$11.53
(0.11% Exp. Ratio)
$15.73
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$28,879.96 $39,894.36 $39,417.87
Est. savings over 30 yrs +$11,014.40 +$10,537.91
Return
As of 11/30/16
1 YR RETURN 1.28%
3 YR 2.85%
5 YR 7.82%
10 YR 2.48%
1 YR RETURN 4.40%
3 YR 4.99%
5 YR 10.27%
10 YR 5.14%
1 YR RETURN 4.75%
3 YR 4.70%
5 YR 9.38%
10 YR 4.62%
Description
The investment seeks total return. The fund is a "fund of funds". It normally allocates 75-85% of its assets based on a "static" allocation among the underlying funds and 15-25% of its assets based on a "tactical allocation" to those funds and to other investments. The static portion of the fund's allocation is divided between the underlying funds based on asset allocation target ranges of 70-90% in equity funds (of which 10-35% of the static portion of the fund may be in foreign equity funds), 10-30% in fixed-income funds and up to 10% in alternative funds that provide asset diversification.
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 capital appreciation and some current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 80% of the fund's assets to common stocks and 20% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar (but hedged by Vanguard to minimize foreign currency exposure).

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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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