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FEHPX Fidelity® Multi-Manager 2005

7 lower fee alternatives found

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Fund FEHPX Fidelity® Multi-Manager 2005 VTENX Vanguard Target Retirement 2010 Inv FFFVX Fidelity Freedom® 2005  
Similarity
?
100% 96% 99%
Annual Fees
?
$83.77
(0.81% Exp. Ratio)
$14.48
(0.14% Exp. Ratio)
$57.92
(0.56% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.42% annual return
$21,494.33 $26,304.74 $23,180.39
Est. savings over 30 yrs +$4,810.41 +$1,686.06
Return
As of 10/31/16
1 YR RETURN 3.54%
3 YR 3.38%
5 YR --
10 YR --
1 YR RETURN 3.90%
3 YR 3.99%
5 YR 5.91%
10 YR 4.84%
1 YR RETURN 4.11%
3 YR 3.69%
5 YR 5.09%
10 YR 3.87%
Description
The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of domestic equity, international equity, bond and short-term affiliated funds (i.e., Strategic Advisers and Fidelity Funds) and non-affiliated funds that participate in Fidelity's FundsNetwork®.
The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2010 (the target year). Its asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
The investment seeks high total return until its target retirement date. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom® Income Fund (approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2005)).

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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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