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AFPAX AmericaFirst Income A

5 lower fee alternatives found

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Fund AFPAX AmericaFirst Income A GPTUX GuidePath® Tactical Allocation Svc FLDFX Meeder Balanced Retail  
Similarity
?
100% 86% 86%
Annual Fees
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$250.60
(2.43% Exp. Ratio)
$152.63
(1.48% Exp. Ratio)
$178.41
(1.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$12,042.00 $16,104.29 $14,922.38
Est. savings over 30 yrs +$4,062.29 +$2,880.38
Return
As of 11/30/16
1 YR RETURN -1.83%
3 YR -2.68%
5 YR 3.34%
10 YR --
1 YR RETURN 0.42%
3 YR -0.75%
5 YR 4.26%
10 YR --
1 YR RETURN 2.31%
3 YR 3.12%
5 YR 7.40%
10 YR 3.32%
Description
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.
The investment seeks to maximize total return, consisting of a combination of long-term capital appreciation and current income, while moderating risk and volatility in the portfolio. The fund operates as a fund of funds, investing primarily in registered mutual funds, including exchange-traded funds ("ETFs"). The funds in which the fund may invest are referred to herein as the "underlying funds." The Advisor believes that investing in underlying funds provides the fund with an efficient means of creating a portfolio that provides investors with indirect exposure to a broad range of securities.
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.

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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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