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POEBX Pacific Funds Port Optim Agrsv-Gr B

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Fund POEBX Pacific Funds Port Optim Agrsv-Gr B SWEGX Schwab MarketTrack All Equity AOVIX American Century One Choice VryAgrsv Inv  
Similarity
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100% 93% 94%
Annual Fees
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$232.71
(2.21% Exp. Ratio)
$65.28
(0.62% Exp. Ratio)
$112.67
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.30% annual return
$24,058.92 $39,031.26 $34,063.02
Est. savings over 30 yrs +$14,972.34 +$10,004.09
Return
As of 11/30/16
1 YR RETURN 3.62%
3 YR 3.01%
5 YR 7.92%
10 YR 3.05%
1 YR RETURN 7.86%
3 YR 4.96%
5 YR 11.27%
10 YR 4.99%
1 YR RETURN 3.67%
3 YR 4.86%
5 YR 10.53%
10 YR 5.39%
Description
The investment seeks high, long-term capital appreciation. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in other funds of the Trust (the "underlying funds"). The fund's exposure to the debt is expected to be within 0%-15%; the fund's exposure to the equity is expected to be within 85%-100%. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.
The investment seeks high capital growth through an all-stock portfolio. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the portfolio's policy that, under normal circumstances, it will invest at least 80% of its net assets in stock investments; typically the actual percentage is considerably higher. The portfolio invests in mutual funds to achieve its allocation in stock investments.
The investment seeks the highest total return consistent with its asset mix. The fund invests in other American Century Investments mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. Its asset allocation strategy generally invests in equity securities. However, if the portfolio managers believe it is prudent, the fund may invest a portion of its assets in fixed-income securities and cash equivalent securities. The fund invests 100% of its assets in underlying funds that invest in stocks.

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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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