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RLGAX RiverFront Dynamic Equity Income A

2 lower fee alternatives found

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Fund RLGAX RiverFront Dynamic Equity Income A RPGAX T. Rowe Price Global Allocation PAFGX T. Rowe Price Global Allocation Advisor  
Similarity
?
100% 86% 86%
Annual Fees
?
$156.33
(1.50% Exp. Ratio)
$125.07
(1.20% Exp. Ratio)
$135.49
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$21,980.19 $24,079.80 $23,359.27
Est. savings over 30 yrs +$2,099.61 +$1,379.07
Return
As of 10/31/16
1 YR RETURN 1.80%
3 YR 3.17%
5 YR 6.70%
10 YR --
1 YR RETURN 4.14%
3 YR 3.81%
5 YR --
10 YR --
1 YR RETURN 3.96%
3 YR 3.69%
5 YR --
10 YR --
Description
The investment seeks to achieve long-term growth and income through a combination of capital appreciation and rising dividend payments that exceeds the average yield on global stocks generally. Under normal conditions, the portfolio is expected to have between 50% and 90% of its assets invested in a diversified basket of dividend paying stocks, with the balance of the fund (typically 10-50%) invested in various other income-paying securities, including corporate debt.
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.
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.

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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