Investment Test Drive

JGCGX JPMorgan Income C

1 lower fee alternative found

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Fund JGCGX JPMorgan Income C NFLT Virtus Newfleet Multi-Sect Uncons Bd ETF  
Similarity
?
100% 93%
Annual Fees
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$127.71
(1.25% Exp. Ratio)
$81.74
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$13,058.83 $14,967.22
Est. savings over 30 yrs +$1,908.40
Return
As of 12/31/16
1 YR RETURN 7.75%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.86%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide income with a secondary objective of capital appreciation. The fund invests primarily in U.S. dollar denominated securities, although the fund may also invest in non-dollar denominated securities. Although it has the flexibility to invest above 65% of its total assets in investments that are rated below investment grade (also known as junk bonds or high yield securities) or the unrated equivalent to take advantage of market opportunities, under normal market conditions the fund invests at least 35% of its total assets in investments that, at the time of purchase, are rated investment grade or the unrated equivalent.
The investment seeks to provide a high level of current income and, secondarily, capital appreciation. Under normal market conditions, the fund will invest not less than 80% of its total assets in bonds. The Sub-Adviser seeks to select securities using a sector rotation approach and seeks to adjust the proportion of fund investments in various sectors and sub-sectors in an effort to obtain higher relative returns.

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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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