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PAABX Pacific Advisors Balanced A

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Fund PAABX Pacific Advisors Balanced A BUFBX Buffalo Flexible Income FAINX Fallen Angels Income  
Similarity
?
100% 85% 87%
Annual Fees
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$342.81
(3.27% Exp. Ratio)
$105.88
(1.01% Exp. Ratio)
$248.46
(2.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$15,208.51 $30,408.21 $20,079.36
Est. savings over 30 yrs +$15,199.70 +$4,870.84
Return
As of 11/30/16
1 YR RETURN -8.37%
3 YR -7.99%
5 YR 1.31%
10 YR 0.25%
1 YR RETURN 4.28%
3 YR 3.01%
5 YR 7.26%
10 YR 5.66%
1 YR RETURN 6.26%
3 YR 2.86%
5 YR 8.20%
10 YR 3.28%
Description
The investment seeks long-term capital appreciation and income consistent with reduced risk. The fund invests in a flexible mix of common stocks, dividend-paying stocks, and investment grade fixed income securities. When the economy appears to be growing and strong, the fund tends to invest a higher proportion of its assets in stocks. When the economy appears to be contracting or weak, the fund tends to invest a higher proportion in fixed income securities. It invests at least 25% of its assets in fixed income securities and preferred stocks, and invests at least 25% in equity securities.
The investment seeks to generate high current income and, as a secondary objective, the long-term growth of capital. The fund invests in both debt and equity securities. It is anticipated that the dollar-weighted average maturity of debt securities that the fund purchases will not exceed 15 years. With respect to its investments in equity securities, the fund may invest in companies in any sector and of any size of market capitalization. It may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges and U.S. over-the-counter markets.
The investment seeks high current income with the potential for capital appreciation. Under normal circumstances, the fund invests in debt and equity securities that the adviser believes to be undervalued at current market prices. These include dividend paying common stocks, preferred stocks, closed-end income funds, royalty trusts, convertible securities, bonds, warrants to buy common stocks, and U.S. government securities. The fund may hold positions in the debt and equity securities of small, medium and large capitalization companies. It also may invest in shares of closed-end investment companies, as well as exchange trade funds ("ETFs").

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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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