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UTCNX UTC North American

6 lower fee alternatives found

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Fund UTCNX UTC North American FSDIX Fidelity® Strategic Dividend & Income® TMAFX Thrivent Moderately Agrsv Allocation S  
100% 86% 85%
Annual Fees
(2.32% Exp. Ratio)
(0.78% Exp. Ratio)
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$19,235.03 $30,753.89 $30,753.89
Est. savings over 30 yrs +$11,518.86 +$11,518.86
As of 9/30/16
1 YR RETURN 7.93%
3 YR 5.23%
5 YR 7.85%
10 YR 1.45%
1 YR RETURN 16.06%
3 YR 9.40%
5 YR 13.00%
10 YR 6.13%
1 YR RETURN 11.01%
3 YR 6.34%
5 YR 11.06%
10 YR 5.59%
The investment seeks high current income and capital appreciation. The fund will maintain a level of at least 80% of its total assets invested in the types of debt and equity securities of companies domiciled in North America. It invests primarily in fixed income securities of North American corporate issuers that are rated investment grade or better. The fund invests in equity securities of North American companies, including common stocks, preferred stocks, and convertible securities. It may also invest in ADRs and securities of foreign companies.
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.
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.

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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.


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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