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PAEDX Principal Real Estate Allocation A

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Fund PAEDX Principal Real Estate Allocation A IGPWX Voya Global Target Payment W  
100% 85%
Annual Fees
(1.27% Exp. Ratio)
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.23% annual return
$23,627.55 $25,259.14
Est. savings over 30 yrs +$1,631.59
As of 12/31/16
1 YR RETURN 1.52%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.65%
3 YR 2.81%
5 YR 6.51%
10 YR --
The investment seeks total return with income. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in mutual funds that invest in the real estate industry at the time of purchase. The underlying funds invest in equity and debt real estate securities of U.S. and non-U.S. issuers and are both concentrated in the real estate industry; therefore, the Real Estate Allocation Fund is considered concentrated in the real estate industry as well. The fund allocates its investments between the underlying funds, 25% to 75% in each underlying fund, based on qualitative and quantitative analysis.
The investment seeks to meet the managed payment policy of the fund, while seeking to preserve the investors' capital over the long term; the secondary investment objective is to seek the potential for long-term capital appreciation. The fund seeks to achieve its investment objectives through a combination of strategic allocation to a diversified portfolio of Voya mutual funds invested in global equity; fixed-income, which may include floating rate loans and emerging markets debt; and real estate securities and real estate investment trusts; combined with a managed payment policy.

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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.

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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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