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AMTRX AB All Market Real Return R

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Fund AMTRX AB All Market Real Return R RLY SPDR® SSgA Multi-Asset Real Return ETF  
Similarity
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100% 86%
Annual Fees
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$161.55
(1.55% Exp. Ratio)
$72.96
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$21,647.92 $28,017.03
Est. savings over 30 yrs +$6,369.11
Return
As of 10/31/16
1 YR RETURN 2.54%
3 YR -8.08%
5 YR -4.42%
10 YR --
1 YR RETURN 3.11%
3 YR -4.88%
5 YR --
10 YR --
Description
The investment seeks to maximize real return over inflation. The managers expect to invest its assets principally in the following instruments that, in the judgment of the Adviser, are affected directly or indirectly by the level and change in rate of inflation: inflation-indexed fixed-income securities, such as TIPS and similar bonds issued by governments outside of the United States; commodities; commodity-related equity securities; real estate equity securities; inflation sensitive equity securities; securities and derivatives linked to the price of other assets; and currencies. It is non-diversified.
The investment seeks to achieve real return consisting of capital appreciation and current income. The fund invests substantially all of its assets in the SSGA Multi-Asset Real Return Portfolio, a separate series of the SSGA Master Trust with an identical investment objective as the fund. As a result, the fund invests indirectly through the Portfolio. The Portfolio's allocation among those asset classes will be in proportions consistent with the Adviser's evaluation of the expected returns and risks of each asset class as well as the allocation that, in the Adviser's view, will best meet the Portfolio's investment objective.

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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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