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IYGBX Ivy Global Income Allocation R

3 lower fee alternatives found

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Fund IYGBX Ivy Global Income Allocation R SGHIX Sextant Global High Income RPGAX T. Rowe Price Global Allocation  
100% 86% 86%
Annual Fees
(1.68% Exp. Ratio)
(0.89% Exp. Ratio)
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.17% annual return
$20,515.11 $26,082.07 $23,742.48
Est. savings over 30 yrs +$5,566.96 +$3,227.37
As of 9/30/16
1 YR RETURN 9.00%
3 YR 2.81%
5 YR 5.84%
10 YR 3.37%
1 YR RETURN 18.30%
3 YR 3.64%
5 YR --
10 YR --
1 YR RETURN 10.14%
3 YR 5.16%
5 YR --
10 YR --
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 high income, with a secondary objective of capital preservation. The fund invests in a globally diversified portfolio of income-producing debt and equity securities. It normally includes securities from at least three countries outside the U.S. The fund invests its assets no more than 50% in common stocks, no more than 50% in securities of U.S. issuers, no more than 50% in bonds rated A3 or higher, no more than 33% in securities of emerging market issuers.
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.


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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