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BTRRX BMO In-Retirement R3

2 lower fee alternatives found

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Fund BTRRX BMO In-Retirement R3 ARTOX American Century One Choice In Ret Inv BTRYX BMO In-Retirement Y  
Similarity
?
100% 92% 100%
Annual Fees
?
$124.73
(1.21% Exp. Ratio)
$81.44
(0.79% Exp. Ratio)
$98.96
(0.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.08% annual return
$17,262.94 $19,605.99 $18,622.77
Est. savings over 30 yrs +$2,343.05 +$1,359.82
Return
As of 12/31/16
1 YR RETURN 5.84%
3 YR 2.73%
5 YR 5.93%
10 YR 3.83%
1 YR RETURN 5.91%
3 YR 3.41%
5 YR 6.23%
10 YR 4.85%
1 YR RETURN 6.05%
3 YR 2.97%
5 YR 6.28%
10 YR 4.26%
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 primarily in other BMO mutual funds representing a variety of asset classes according to an asset allocation strategy developed by the Adviser. 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 current income; capital appreciation is a secondary objective. The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. The fund's target allocation for the various asset classes and underlying funds is shown as follow: 45% of its assets in stock funds; 45% of its assets in bond funds; and 10% of its assets in money market funds. The target asset mix of One Choice In Retirement Portfolio is expected to remain fixed over time.
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 primarily in other BMO mutual funds representing a variety of asset classes according to an asset allocation strategy developed by the Adviser. 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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