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ECRAX Eaton Vance Rich Bern All Asst Strat C

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Fund ECRAX Eaton Vance Rich Bern All Asst Strat C RELAX FundX Conservative Upgrader  
Similarity
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100% 88%
Annual Fees
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$219.66
(2.13% Exp. Ratio)
$194.91
(1.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$13,202.21 $14,208.79
Est. savings over 30 yrs +$1,006.59
Return
As of 12/31/16
1 YR RETURN 5.90%
3 YR 2.14%
5 YR 5.09%
10 YR --
1 YR RETURN 6.55%
3 YR 4.11%
5 YR 7.93%
10 YR 4.16%
Description
The investment seeks total return. The fund has flexibility to allocate its assets in markets around the world and among various asset classes, including equity, fixed-income, commodity, currency and cash investments. Under normal circumstances, the advisor currently expects to invest 0-75% of its net assets in equity securities, 25-90% in fixed-income securities and other fixed and floating-rate income instruments, 0-25% in commodities (primarily through the use of ETFs that invest in commodities or commodities-related investments) and/or currencies, and 0-25% in cash and cash equivalents. It may also invest in derivatives to obtain such exposures.
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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