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PALCX AllianzGI Global Allocation C

3 lower fee alternatives found

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Fund PALCX AllianzGI Global Allocation C IAFWX Voya Global Multi-Asset W RPGAX T. Rowe Price Global Allocation  
100% 85% 85%
Annual Fees
(1.81% Exp. Ratio)
(0.90% Exp. Ratio)
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$20,171.45 $26,602.90 $24,290.01
Est. savings over 30 yrs +$6,431.45 +$4,118.56
As of 12/31/16
1 YR RETURN 2.63%
3 YR 0.37%
5 YR 4.51%
10 YR 2.87%
1 YR RETURN 6.60%
3 YR 2.30%
5 YR 6.77%
10 YR 3.91%
1 YR RETURN 6.47%
3 YR 3.40%
5 YR --
10 YR --
The investment seeks after-inflation capital appreciation and current income. The fund seeks to achieve its investment objective through a combination of active allocation between asset classes and actively managed strategies within those asset classes. It allocates its investments among asset classes in response to changing market, economic, and political factors and events that the portfolio managers believe may affect the value of the fund's investments. In making investment decisions for the fund, the portfolio managers seek to identify trends and turning points in the global markets.
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").
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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