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GMMCX Aberdeen Dynamic Allocation C

8 lower fee alternatives found

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Fund GMMCX Aberdeen Dynamic Allocation C IAFWX Voya Capital Allocation W IWPVX Voya Global Perspectives W  
Similarity
?
100% 86% 86%
Annual Fees
?
$202.24
(1.94% Exp. Ratio)
$93.82
(0.90% Exp. Ratio)
$102.16
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$19,343.66 $26,545.54 $25,910.13
Est. savings over 30 yrs +$7,201.88 +$6,566.47
Return
As of 11/30/16
1 YR RETURN -0.14%
3 YR 1.68%
5 YR 4.64%
10 YR 2.77%
1 YR RETURN 3.63%
3 YR 2.29%
5 YR 6.55%
10 YR 3.81%
1 YR RETURN 4.59%
3 YR 2.36%
5 YR --
10 YR --
Description
The investment seeks total return. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in underlying funds (the "underlying funds") and, to a limited extent, in direct investments. The advisor intends to allocate its assets among a wide range of asset classes in a dynamic way to capture return from a number of equity, fixed income and other sources.
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 total return. Under normal market conditions, approximately 60% of the fund's net assets will be allocated to underlying funds that predominantly invest in equity securities, and approximately 40% of the fund's net assets will be allocated to underlying funds that predominantly invest in debt instruments, including U.S. government securities and money market instruments ("Target Allocation").

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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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