Investment Test Drive

INCMX FundX Flexible Income

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund INCMX FundX Flexible Income RPSIX T. Rowe Price Spectrum Income FSICX Fidelity® Strategic Income  
Similarity
?
100% 89% 88%
Annual Fees
?
$156.37
(1.53% Exp. Ratio)
$70.52
(0.69% Exp. Ratio)
$72.57
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.21% annual return
$12,113.86 $15,629.81 $15,535.66
Est. savings over 30 yrs +$3,515.96 +$3,421.80
Return
As of 10/31/16
1 YR RETURN 4.13%
3 YR 2.65%
5 YR 3.69%
10 YR 4.27%
1 YR RETURN 6.94%
3 YR 3.41%
5 YR 4.68%
10 YR 5.37%
1 YR RETURN 6.68%
3 YR 3.61%
5 YR 4.39%
10 YR 5.98%
Description
The investment seeks to generate total return, which is capital appreciation plus current income. The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs ("underlying funds"). The underlying funds invest primarily in individual securities such as common stocks and corporate or government bonds. The fund will invest predominately in Bond underlying funds of varying maturity, credit quality (including high-yield securities, or "junk bonds") and regional exposure. It may purchase, without limit, shares of underlying funds that invest in domestic and international corporate or government bonds.
The investment seeks a high level of current income with moderate share price fluctuation. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. It normally invests in a variety of domestic and international bond funds, a money market fund, and an income-oriented stock fund. The fund can invest in funds holding high-quality domestic and foreign bonds, high-yield bonds, short- and long-term securities, and dividend-paying stocks. It may sell shares of the underlying funds for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
The investment seeks a high level of current income; capital appreciation is a secondary consideration. The fund invests primarily in debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It allocates the fund's assets among four general investment categories: high yield securities, U.S. government and investment-grade securities, emerging market securities, and foreign developed market securities.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!