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BTRRX BMO In-Retirement R3

2 lower fee alternatives found

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Fund BTRRX BMO In-Retirement R3 TLRRX TIAA-CREF Lifecycle Retire Income Retail BTRYX BMO In-Retirement Y  
Similarity
?
100% 95% 100%
Annual Fees
?
$113.40
(1.10% Exp. Ratio)
$63.92
(0.62% Exp. Ratio)
$87.63
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$17,897.90 $20,695.84 $19,306.11
Est. savings over 30 yrs +$2,797.94 +$1,408.21
Return
As of 10/31/16
1 YR RETURN 3.08%
3 YR 2.90%
5 YR 5.68%
10 YR 4.00%
1 YR RETURN 3.54%
3 YR 3.61%
5 YR 5.91%
10 YR --
1 YR RETURN 3.23%
3 YR 3.14%
5 YR 6.02%
10 YR 4.43%
Description
The investment seeks to achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. The managers will attempt to achieve its investment objectives by investing in a mix of affiliated and unaffiliated funds (the underlying funds) in different combinations and weightings without limit. The fund is designed for an investor who retired in or around the year 2010 (the target date) at age 67 and who plans to withdraw the value of the investor's account in the fund gradually after retirement. The target date is the year that an investor likely would stop making new investments in the fund.
The investment seeks high total return over time primarily through income, with a secondary emphasis on capital appreciation. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and in other investment pools or investment products. It invests in underlying funds according to a relatively stable asset allocation strategy that will not gradually adjust over time and is designed for investors who are already in or entering retirement. Target allocations may be changed and actual allocations may vary up to ten percentage points from the targets.
The investment seeks to achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. The managers will attempt to achieve its investment objectives by investing in a mix of affiliated and unaffiliated funds (the underlying funds) in different combinations and weightings without limit. The fund is designed for an investor who retired in or around the year 2010 (the target date) at age 67 and who plans to withdraw the value of the investor's account in the fund gradually after retirement. The target date is the year that an investor likely would 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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