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ABLAX AllianzGI Retirement 2030 A

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Fund ABLAX AllianzGI Retirement 2030 A MLTKX MFS Lifetime 2030 R6 TRRWX T. Rowe Price Target 2030  
Similarity
?
100% 96% 96%
Annual Fees
?
$98.68
(0.95% Exp. Ratio)
$51.93
(0.50% Exp. Ratio)
$72.71
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$23,451.07 $26,867.10 $25,293.32
Est. savings over 30 yrs +$3,416.02 +$1,842.24
Return
As of 10/31/16
1 YR RETURN 3.81%
3 YR 2.07%
5 YR 4.49%
10 YR --
1 YR RETURN 4.48%
3 YR 4.36%
5 YR 8.68%
10 YR 5.08%
1 YR RETURN 4.08%
3 YR 4.63%
5 YR --
10 YR --
Description
The investment seeks capital growth and preservation consistent with its asset allocation as 2030 approaches, and thereafter current income and, secondarily, capital appreciation. The fund invests directly and indirectly in globally diverse equity securities, including emerging market equities, and in global fixed income securities, including high yield debt, convertible bonds and emerging market debt. It has established strategic equity component and strategic fixed income component allocations, which change over time in relation to the fund's target retirement date and according to a pre-determined "glide path."
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2030; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2030. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
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 2030) 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.

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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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