Investment Test Drive

TSACX Touchstone Controlled Growth with Inc C

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Fund TSACX Touchstone Controlled Growth with Inc C TSAYX Touchstone Controlled Growth with Inc Y  
Similarity
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100% 100%
Annual Fees
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$208.17
(2.03% Exp. Ratio)
$105.62
(1.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.55% annual return
$11,496.30 $15,590.93
Est. savings over 30 yrs +$4,094.63
Return
As of 10/31/16
1 YR RETURN 2.76%
3 YR 1.77%
5 YR 3.24%
10 YR 3.48%
1 YR RETURN 3.80%
3 YR 2.77%
5 YR 4.27%
10 YR 4.51%
Description
The investment seeks to provide investors with growth and income. The fund is a "fund-of-funds," which seeks to achieve its investment goal by investing primarily in a diversified portfolio of underlying equity, fixed-income, and alternative funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). These underlying funds, in turn, invest in a variety of U.S. and foreign equity securities, fixed-income instruments and other investments.
The investment seeks to provide investors with growth and income. The fund is a "fund-of-funds," which seeks to achieve its investment goal by investing primarily in a diversified portfolio of underlying equity, fixed-income, and alternative funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). These underlying funds, in turn, invest in a variety of U.S. and foreign equity securities, fixed-income instruments and other investments.

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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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