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VIRCX Invesco Balanced-Risk Retire Now CX

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Fund VIRCX Invesco Balanced-Risk Retire Now CX FFFAX Fidelity Freedom® Income  
Similarity
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100% 86%
Annual Fees
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$160.83
(1.56% Exp. Ratio)
$50.52
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$15,561.86 $21,523.61
Est. savings over 30 yrs +$5,961.75
Return
As of 10/31/16
1 YR RETURN 3.95%
3 YR 1.18%
5 YR 2.35%
10 YR --
1 YR RETURN 4.19%
3 YR 3.18%
5 YR 3.87%
10 YR 3.73%
Description
The investment seeks to provide real return and, as a secondary objective, capital preservation. The fund seeks to meet its investment objective by building a portfolio that includes Invesco Balanced-Risk Allocation Fund and two affiliated money market funds, government & Agency Portfolio and Treasury Portfolio. It is designed for investors who expect to need all or most of their money in the fund at retirement and for investors who plan to withdraw the value of their account in the fund gradually after retirement. The fund is non-diversified.
The investment seeks high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds (underlying Fidelity® Funds).

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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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