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GBLBX American Funds Global Balanced B

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Fund GBLBX American Funds Global Balanced B IAFWX Voya Capital Allocation W RPGAX T. Rowe Price Global Allocation  
Similarity
?
100% 86% 87%
Annual Fees
?
$168.89
(1.62% Exp. Ratio)
$93.83
(0.90% Exp. Ratio)
$125.10
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$21,377.10 $26,604.43 $24,291.41
Est. savings over 30 yrs +$5,227.33 +$2,914.30
Return
As of 12/31/16
1 YR RETURN 5.62%
3 YR 1.37%
5 YR 6.27%
10 YR --
1 YR RETURN 6.60%
3 YR 2.30%
5 YR 6.77%
10 YR 3.91%
1 YR RETURN 6.47%
3 YR 3.40%
5 YR --
10 YR --
Description
The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility. It will allocate its assets among various countries. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.
The investment seeks total return consisting of capital growth, both realized and unrealized and current income. The fund invests the assets in a combination of underlying funds that, in turn, invest directly in securities (such as stocks and bonds). Under normal market conditions, approximately 65% of the fund's net assets will be allocated to underlying funds that invest in equity securities, and approximately 35% of the fund's net assets will be allocated to underlying funds that invest in debt instruments, including U.S. government securities and money market instruments ("Target Allocations").
The investment seeks long-term capital appreciation and income. The fund normally invests in a broadly diversified global portfolio of investments, including U.S. and international stocks, bonds and short-term securities, and alternative investments. Under normal conditions, the fund's portfolio will consist of approximately 60% stocks; 30% bonds, money market securities, and other debt instruments; and 10% alternative investments.

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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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