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PSEPX 1789 Growth and Income P

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Fund PSEPX 1789 Growth and Income P FFNOX Fidelity® Four-in-One Index FSDIX Fidelity® Strategic Dividend & Income®  
Similarity
?
100% 85% 90%
Annual Fees
?
$111.98
(1.07% Exp. Ratio)
$11.51
(0.11% Exp. Ratio)
$81.63
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.66% annual return
$28,384.12 $37,922.38 $30,989.31
Est. savings over 30 yrs +$9,538.26 +$2,605.19
Return
As of 10/31/16
1 YR RETURN 2.01%
3 YR 4.74%
5 YR 7.58%
10 YR --
1 YR RETURN 2.52%
3 YR 4.98%
5 YR 9.65%
10 YR 5.17%
1 YR RETURN 7.89%
3 YR 7.63%
5 YR 10.93%
10 YR 5.61%
Description
The investment seeks total return comprised of current income, growth of income, and capital appreciation. The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities (including preferred stocks and warrants), debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds ("ETFs") that invest primarily in these same securities. The fund may also invest in ETFs that hold physical commodities such as gold, silver, and other precious metals.
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 reasonable income; it also considers the potential for capital appreciation. The fund normally invests at least 80% of assets in equity securities. It uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers.

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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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