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RSSCX Columbia Global Opportunities C

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Fund RSSCX Columbia Global Opportunities C BBALX Northern Global Tactical Asset Allc FDYSX Fidelity® Global Strategies  
Similarity
?
100% 85% 88%
Annual Fees
?
$204.32
(1.96% Exp. Ratio)
$67.76
(0.65% Exp. Ratio)
$115.71
(1.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$19,226.20 $28,630.61 $24,909.55
Est. savings over 30 yrs +$9,404.41 +$5,683.34
Return
As of 11/30/16
1 YR RETURN 2.80%
3 YR 0.86%
5 YR 5.09%
10 YR 2.14%
1 YR RETURN 5.49%
3 YR 2.80%
5 YR 6.33%
10 YR 4.20%
1 YR RETURN 3.65%
3 YR 2.74%
5 YR 5.17%
10 YR --
Description
The investment seeks maximum total return. The fund's assets may be allocated to equity, debt/fixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy Fund. The fund's equity security investments include: emerging market equities, international developed market equities, and U.S. equities. The fund's debt/fixed income security investments include: U.S. investment-grade bonds, international bonds, emerging market bonds, U.S. high yield (junk) bonds, convertible bonds, mortgage- and other asset-backed securities, and short-term money market instruments.
The investment seeks to provide long-term capital appreciation and current income. The fund invests primarily in shares of a combination of underlying mutual funds and exchange-traded funds ("ETFs") for which Northern Trust Investments, Inc. ("NTI"), the fund's investment adviser, or an affiliate acts as investment adviser. Under normal market conditions, it will invest significantly in funds that invest in companies that are located, headquartered, incorporated or otherwise organized outside of the United States as represented in either the MSCI EAFE® Index, MSCI Emerging Markets® Index or other diversified foreign indices.
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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