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ASTZX Astor Dynamic Allocation C

2 lower fee alternatives found

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Fund ASTZX Astor Dynamic Allocation C ASTRX Astor Dynamic Allocation R RELAX FundX Conservative Upgrader  
Similarity
?
100% 100% 87%
Annual Fees
?
$248.52
(2.41% Exp. Ratio)
$171.18
(1.66% Exp. Ratio)
$194.90
(1.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.12% annual return
$12,094.08 $15,216.67 $14,184.43
Est. savings over 30 yrs +$3,122.58 +$2,090.34
Return
As of 11/30/16
1 YR RETURN 3.48%
3 YR 3.03%
5 YR 3.91%
10 YR --
1 YR RETURN 4.22%
3 YR 3.81%
5 YR 4.67%
10 YR --
1 YR RETURN 4.00%
3 YR 4.27%
5 YR 7.81%
10 YR 4.17%
Description
The investment seeks total return through a combination of capital appreciation and income. The fund invests predominantly in exchange-traded funds ("ETFs") that each invest primarily in domestic or foreign (1) equity securities, (2) fixed-income securities, (3) alternative/specialty securities or (4) cash equivalents. The adviser defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. It invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in ETFs.
The investment seeks total return through a combination of capital appreciation and income. The fund invests predominantly in exchange-traded funds ("ETFs") that each invest primarily in domestic or foreign (1) equity securities, (2) fixed-income securities, (3) alternative/specialty securities or (4) cash equivalents. The adviser defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. It invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in ETFs.
The investment seeks to obtain capital appreciation over the long term while at times providing a low level of current income to reduce portfolio volatility. 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 may invest in Core Equity underlying funds, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations.

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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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