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MCARX MFS Conservative Allocation R2

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Fund MCARX MFS Conservative Allocation R2 AOM iShares Core Moderate Allocation VWINX Vanguard Wellesley® Income Inv  
Similarity
?
100% 90% 87%
Annual Fees
?
$123.14
(1.19% Exp. Ratio)
$23.80
(0.23% Exp. Ratio)
$23.80
(0.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$19,501.68 $26,064.19 $26,064.19
Est. savings over 30 yrs +$6,562.51 +$6,562.51
Return
As of 10/31/16
1 YR RETURN 3.73%
3 YR 3.03%
5 YR 5.14%
10 YR 4.97%
1 YR RETURN 4.20%
3 YR 3.48%
5 YR 5.48%
10 YR --
1 YR RETURN 6.59%
3 YR 6.11%
5 YR 7.58%
10 YR 6.80%
Description
The investment seeks a high level of total return consistent with a conservative level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).
The investment seeks to track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Moderate Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of its assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

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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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