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TDTRX TD Target Return Advisor

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Fund TDTRX TD Target Return Advisor
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Annual Fees
(1.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 11.68%
3 YR 2.79%
5 YR --
10 YR --
The investment seeks to achieve total return that exceeds the rate of return of the 1-month Treasury bill by 300 basis points (or 3%) on an annualized basis over a 5 year period regardless of market conditions. The fund seeks to achieve its investment objective by investing in various asset classes, such as equities, fixed income, and real estate. The fund may seek to gain exposure to such asset classes both by investing in securities or other financial instruments from such asset classes or by investing in mutual funds or exchange-traded funds ("ETFs") that provide exposure to such asset classes.

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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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