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MBLOX BlackRock Global Allocation Inv B

2 lower fee alternatives found

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Fund MBLOX BlackRock Global Allocation Inv B FSBLX Federated Global Allocation R6 FDYSX Fidelity® Global Strategies  
Similarity
?
100% 85% 86%
Annual Fees
?
$200.17
(1.92% Exp. Ratio)
$90.70
(0.87% Exp. Ratio)
$115.72
(1.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$19,505.54 $26,847.11 $24,964.08
Est. savings over 30 yrs +$7,341.57 +$5,458.54
Return
As of 12/31/16
1 YR RETURN 2.87%
3 YR 0.67%
5 YR 4.80%
10 YR 3.77%
1 YR RETURN 3.41%
3 YR 0.81%
5 YR 6.32%
10 YR 4.06%
1 YR RETURN 5.87%
3 YR 2.74%
5 YR 5.85%
10 YR --
Description
The investment seeks to provide high total investment return. The fund invests in a portfolio of equity, debt and money market securities. Generally, the fund's portfolio will include both equity and debt securities. It may invest up to 35% of its total assets in "junk bonds," corporate loans and distressed securities. The fund may also invest in Real Estate Investment Trusts ("REITs") and securities related to real assets (like real estate- or precious metals-related securities) such as stock, bonds or convertible bonds issued by REITs or companies that mine precious metals.
The investment seeks to provide relative safety of capital with the possibility of long-term growth of capital and income. The fund will be invested in a diversified mix of various asset classes. These asset classes may include, but are not limited to, equity and fixed income investments, in any proportion. The fund will generally allocate a substantial amount of its total assets to non-U.S. investments. It will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.
The investment seeks to maximize total return. The fund invests in securities issued throughout the world. It allocates the fund's assets between stocks and bonds by investing in Fidelity® Funds and non-affiliated exchange traded funds (ETFs), or through direct investments. The fund invests up to 25% of assets in commodity-related ETFs and exchange-traded notes (ETNs) and other commodities and commodity-linked investments through a wholly-owned subsidiary. It allocates investments across different countries and regions. The fund adjusts allocation among asset classes to take advantage of short-term market opportunities and strategic, longer-term opportunities.

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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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