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TMAFX Thrivent Moderately Agrsv Allocation S

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Fund TMAFX Thrivent Moderately Agrsv Allocation S FAMRX Fidelity Asset Manager® 85%  
Similarity
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100% 89%
Annual Fees
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$81.63
(0.78% Exp. Ratio)
$79.54
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.66% annual return
$30,989.31 $31,177.25
Est. savings over 30 yrs +$187.95
Return
As of 10/31/16
1 YR RETURN 2.66%
3 YR 4.65%
5 YR 8.61%
10 YR 5.14%
1 YR RETURN 3.08%
3 YR 4.72%
5 YR 9.27%
10 YR 5.21%
Description
The investment seeks long-term capital growth. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 55%-90% of its assets in equity securities and 10%-40% in debt securities. The fund may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.
The investment seeks to maximize total return over the long term. The fund allocates the fund's 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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