Investment Test Drive

GLBIX Leuthold Global Inst

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Fund GLBIX Leuthold Global Inst JSPGX Janus Global Allocation Growth T  
Similarity
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100% 86%
Annual Fees
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$143.83
(1.38% Exp. Ratio)
$117.77
(1.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$22,797.88 $24,596.91
Est. savings over 30 yrs +$1,799.03
Return
As of 10/31/16
1 YR RETURN -0.35%
3 YR 1.52%
5 YR 5.39%
10 YR --
1 YR RETURN 1.07%
3 YR 2.23%
5 YR 6.69%
10 YR 4.88%
Description
The investment seeks capital appreciation and income (or "total return") in amounts attainable by assuming only prudent investment risk over the long term. The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests at least 40% of its assets in securities from international markets, unless market conditions are not deemed favorable by the adviser, in which case the fund may invest less than 40% of its assets in securities.
The investment seeks total return through a primary emphasis on growth of capital with a secondary emphasis on income. The fund invests in other Janus mutual funds ("underlying funds") that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund's investments that normally provides exposure of approximately 75% to equity investments, 15% to fixed-income securities and money market instruments, and 10% to 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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