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IVBYX Ivy Global Income Allocation Y

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Fund IVBYX Ivy Global Income Allocation Y IAFWX Voya Capital Allocation W  
Similarity
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100% 85%
Annual Fees
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$138.63
(1.33% Exp. Ratio)
$93.81
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.23% annual return
$23,200.56 $26,433.48
Est. savings over 30 yrs +$3,232.91
Return
As of 12/31/16
1 YR RETURN 6.48%
3 YR 1.73%
5 YR 5.33%
10 YR 2.85%
1 YR RETURN 6.60%
3 YR 2.30%
5 YR 6.77%
10 YR 3.91%
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 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").

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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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