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IGWRX Transamerica Asset Allc Growth R

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Fund IGWRX Transamerica Asset Allc Growth R TESRX Franklin Mutual Shares R  
Similarity
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100% 89%
Annual Fees
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$184.13
(1.75% Exp. Ratio)
$137.83
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
$27,060.99 $30,942.93
Est. savings over 30 yrs +$3,881.94
Return
As of 10/31/16
1 YR RETURN 2.90%
3 YR 4.69%
5 YR 9.21%
10 YR 4.08%
1 YR RETURN 5.61%
3 YR 5.00%
5 YR 10.49%
10 YR 4.09%
Description
The investment seeks long-term capital appreciation. The fund invests its assets in a broad mix of underlying Transamerica Funds. Under normal circumstances, the managers expect to invest primarily in underlying funds that invest in U.S. and foreign (including emerging market) equities, commodity-related securities, and alternative investments. The fund may have exposure to derivatives instruments.
The investment seeks capital appreciation, which may occasionally be short term; income is a secondary consideration. The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria. It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund may invest a significant portion (up to 35%) of its assets in foreign securities.

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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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