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MIZAX Invesco Multi-Asset Inflation A

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Fund MIZAX Invesco Multi-Asset Inflation A FFANX Fidelity Asset Manager® 40% USRRX USAA Real Return  
100% 87% 87%
Annual Fees
(1.36% Exp. Ratio)
(0.56% Exp. Ratio)
(1.17% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.45% annual return
$18,350.39 $23,382.28 $19,440.94
Est. savings over 30 yrs +$5,031.89 +$1,090.55
As of 9/30/16
1 YR RETURN 8.61%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.76%
3 YR 4.96%
5 YR 7.32%
10 YR --
1 YR RETURN 9.40%
3 YR 0.64%
5 YR 3.08%
10 YR --
The investment seeks total return, comprised of current income and capital appreciation. The fund invests in a mix of inflation-sensitive asset classes through underlying mutual funds and exchange traded funds (ETFs) as well as individual equity and debt securities. The mutual funds and ETFs in which the fund invests may include those managed by Invesco Advisers, Inc. (Invesco or the Adviser) and its affiliates as well as by unaffiliated advisers (collectively referred to as the underlying funds).
The investment seeks current income as well as total return; capital appreciation is the secondary objective. The fund allocates the fund's assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).
The investment seeks a total return that exceeds the rate of inflation over an economic cycle. The fund's principal investment strategy is to invest its assets principally in a portfolio of investments that the Adviser believes will have a total return that exceeds the rate of inflation over an economic cycle. It invests in (1) inflation-linked securities, including U.S. Treasury inflation-protected securities (TIPS), non-U.S. dollar inflation-linked securities, and inflation-linked corporate and municipal securities; (2) fixed-income securities, (3) equity securities, including REITs and ETFs, (4) commodity-linked instruments.

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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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