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NGLCX Neuberger Berman Global Allocation C

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Fund NGLCX Neuberger Berman Global Allocation C JSPGX Janus Global Allocation Growth T CORAX CCA Core Return Investor  
100% 86% 89%
Annual Fees
(2.09% Exp. Ratio)
(1.13% Exp. Ratio)
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$18,516.37 $24,813.06 $23,564.54
Est. savings over 30 yrs +$6,296.69 +$5,048.17
As of 12/31/16
1 YR RETURN 3.03%
3 YR -1.76%
5 YR 3.63%
10 YR --
1 YR RETURN 3.48%
3 YR 1.43%
5 YR 7.45%
10 YR 4.50%
1 YR RETURN 4.04%
3 YR -0.25%
5 YR --
10 YR --
The investment seeks total return. To pursue its goal, the fund employs a fundamental and quantitative approach to allocating the fund's assets among various investment strategies that primarily invest in U.S. and non-U.S. equity and debt securities, commodities, and currencies. T. It may also obtain investment exposure to these asset classes through investments in exchange traded funds ("ETFs") or other investment companies. Under normal market conditions, the fund will invest so that at least 40% of its investment exposure comes from non-U.S. securities and other instruments.
The investment seeks total return through a primary emphasis on growth of capital with a secondary emphasis on income. The fund invests in other Janus mutual funds ("underlying funds") that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund's investments that normally provides exposure of approximately 75% to equity investments, 15% to fixed-income securities and money market instruments, and 10% to alternative investments.
The investment seeks to provide long-term total return. The sub-adviser attempts to capture the performance of the worlds' investable domestic and international equity and fixed income securities, as determined by the fund's sub-adviser. The sub-adviser anticipates that approximately 40-60% of its assets will be selected to track the MSCI ACWI All Cap Index, a market capitalization weighted index designed to measure the performance of developed and emerging market equity securities.

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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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