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SAGPX Principal SAM Conservative Growth A

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Fund SAGPX Principal SAM Conservative Growth A FFNOX Fidelity® Four-in-One Index AOA iShares Core Aggressive Allocation  
Similarity
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100% 91% 89%
Annual Fees
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$148.86
(1.42% Exp. Ratio)
$11.53
(0.11% Exp. Ratio)
$26.21
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.83% annual return
$26,819.04 $39,851.00 $38,209.03
Est. savings over 30 yrs +$13,031.96 +$11,389.99
Return
As of 11/30/16
1 YR RETURN 3.22%
3 YR 4.07%
5 YR 9.15%
10 YR 4.83%
1 YR RETURN 4.40%
3 YR 4.99%
5 YR 10.27%
10 YR 5.14%
1 YR RETURN 3.93%
3 YR 4.22%
5 YR 9.41%
10 YR --
Description
The investment seeks to provide long-term capital appreciation. The fund operates as fund of funds. It generally invests: between 0% and 40% of its assets in fixed-income funds, and less than 30% in any one fixed-income fund; between 60% and 100% of its assets in equity funds that invest in small, medium, and large market capitalization companies, and less than 40% in any one equity fund; and less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund.
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 to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares Underlying Funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Aggressive Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

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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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