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ASACX AllianzGI Global Dynamic Allocation C

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Fund ASACX AllianzGI Global Dynamic Allocation C LCORX Leuthold Core Investment Retail BLNAX Meeder Balanced Adviser  
100% 86% 88%
Annual Fees
(1.88% Exp. Ratio)
(1.21% Exp. Ratio)
(1.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$14,248.57 $17,475.71 $15,854.89
Est. savings over 30 yrs +$3,227.13 +$1,606.32
As of 12/31/16
1 YR RETURN 1.48%
3 YR -0.63%
5 YR 4.97%
10 YR --
1 YR RETURN 4.51%
3 YR 3.96%
5 YR 7.72%
10 YR 4.58%
1 YR RETURN 4.85%
3 YR 2.85%
5 YR 7.55%
10 YR 3.25%
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective through a combination of active allocation between asset classes and actively managed strategies within those asset classes. The fund allocates its investments among asset classes in response to changing market, economic, and political factors and events that the portfolio managers believe may affect the value of the fund's investments.
The investment seeks capital appreciation and income. The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests normally 30% to 70% of its assets in common stocks and other equity securities; 30% to 70% in bonds and other debt securities (other than money market instruments), except during prolonged periods of low interest rates; up to 20% of its assets in money market instruments.
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.


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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