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JLADX JHancock Retire Living through 2010 R1

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Fund JLADX JHancock Retire Living through 2010 R1 TRARX T. Rowe Price Target 2005 TRROX T. Rowe Price Target 2010  
Similarity
?
100% 98% 98%
Annual Fees
?
$129.25
(1.25% Exp. Ratio)
$59.97
(0.58% Exp. Ratio)
$59.97
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.40% annual return
$18,693.54 $22,897.66 $22,897.66
Est. savings over 30 yrs +$4,204.12 +$4,204.12
Return
As of 11/30/16
1 YR RETURN 3.99%
3 YR 2.67%
5 YR 5.95%
10 YR 3.65%
1 YR RETURN 4.37%
3 YR 3.25%
5 YR --
10 YR --
1 YR RETURN 4.43%
3 YR 3.32%
5 YR --
10 YR --
Description
The investment seeks high total return through the fund's target retirement date, with a greater focus on income beyond the target date. The fund invests normally substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2010. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. It has a target asset allocation of 42.50% of its assets in underlying funds that invest primarily in equity securities.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2005) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2010) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

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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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