Investment Test Drive

FPOGX Franklin Payout 2020 R6

1 lower fee alternative found

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Fund FPOGX Franklin Payout 2020 R6 AGGY WisdomTree Barclays US AggtBd EnhYld ETF  
Similarity
?
100% 88%
Annual Fees
?
$30.62
(0.30% Exp. Ratio)
$12.25
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$16,908.98 $17,849.19
Est. savings over 30 yrs +$940.22
Return
As of 10/31/16
1 YR RETURN 4.20%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.64%
3 YR --
5 YR --
10 YR --
Description
The investment seeks capital preservation and income with a pre-determined maturity date. Under normal market conditions, the fund invests predominantly in U.S. dollar denominated investment grade debt securities and investments, including government and corporate debt securities and asset-backed securities and municipal securities. It focuses on investment grade securities and investments or in unrated securities and investments the investment manager determines are of comparable quality.
The investment seeks to track the price and yield performance, before fees and expenses, of the Barclays U.S. Aggregate Enhanced Yield Index (the "index"). Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified.

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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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