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AFPAX AmericaFirst Income Trends A

3 lower fee alternatives found

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Fund AFPAX AmericaFirst Income Trends A FLDFX Meeder Balanced WBPNX WBI Tactical BP No Load  
100% 86% 86%
Annual Fees
(2.21% Exp. Ratio)
(1.73% Exp. Ratio)
(1.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.07% annual return
$12,667.41 $14,671.79 $13,971.81
Est. savings over 30 yrs +$2,004.38 +$1,304.40
As of 9/30/16
1 YR RETURN -3.26%
3 YR -2.36%
5 YR 3.00%
10 YR --
1 YR RETURN 5.17%
3 YR 5.03%
5 YR 8.54%
10 YR 3.87%
1 YR RETURN -1.69%
3 YR 0.97%
5 YR --
10 YR --
The investment seeks a high rate of current income with less volatility than common stocks as measured by the standard deviation; it seeks total return as a secondary investment objective. The fund invests in a portfolio of high income securities that may include stocks, preferred stocks, master limited partnerships, convertible preferred stock, convertible bonds, real estate investment trusts, and bonds selected by applying quantitative modeling techniques that use numerous factors including dividend yield, price momentum, trading volume, bid/ask spread, and price as compared to simple and exponential moving averages.
The investment seeks to provide income and long-term capital appreciation. The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds and unit investment trusts. The fund will have a minimum of 30% and a maximum of 70%, of its assets invested in equity securities or underlying funds investing in equity securities.
The investment seeks current income and long-term capital appreciation, while also seeking to protect principal during unfavorable market conditions. The fund seeks to invest in the equity securities of domestic and foreign dividend-paying companies of any size market capitalization which the Advisor believes have the capacity to increase dividends over time, and in domestic and foreign fixed income securities. It may invest without limitation in securities of foreign issuers, and may invest up to 50% of its net assets in the securities of issuers in emerging markets. It will invest up to 75% of its net assets in fixed income securities of any credit quality.

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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.


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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