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IVBCX Ivy Global Income Allocation C

2 lower fee alternatives found

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Fund IVBCX Ivy Global Income Allocation C RPGAX T. Rowe Price Global Allocation PAFGX T. Rowe Price Global Allocation Advisor  
Similarity
?
100% 85% 85%
Annual Fees
?
$214.70
(2.06% Exp. Ratio)
$125.07
(1.20% Exp. Ratio)
$135.49
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$18,524.55 $24,079.80 $23,359.27
Est. savings over 30 yrs +$5,555.26 +$4,834.72
Return
As of 10/31/16
1 YR RETURN 2.13%
3 YR 0.65%
5 YR 3.67%
10 YR 2.47%
1 YR RETURN 4.14%
3 YR 3.81%
5 YR --
10 YR --
1 YR RETURN 3.96%
3 YR 3.69%
5 YR --
10 YR --
Description
The investment seeks to provide total return through a combination of current income and capital appreciation. Under normal market conditions, the fund invests primarily in income-producing securities across the globe. It may invest in U.S. and non-U.S. issuers and may invest up to 100% of its total assets in foreign securities. Under normal circumstances, the fund invests at least 40% (or, if the advisor deems it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. Under normal circumstances, it will allocate its assets among at least three different countries (one of which may be the United States).
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.
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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