Investment Test Drive

EAMDX MFS Moderate Allocation 529A

9 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund EAMDX MFS Moderate Allocation 529A VBIAX Vanguard Balanced Index Adm STFBX State Farm Balanced  
Similarity
?
100% 87% 89%
Annual Fees
?
$108.37
(1.04% Exp. Ratio)
$8.34
(0.08% Exp. Ratio)
$13.55
(0.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$25,139.68 $33,584.74 $33,084.21
Est. savings over 30 yrs +$8,445.05 +$7,944.52
Return
As of 10/31/16
1 YR RETURN 3.77%
3 YR 3.66%
5 YR 6.84%
10 YR 5.33%
1 YR RETURN 4.48%
3 YR 6.35%
5 YR 9.15%
10 YR 6.34%
1 YR RETURN 3.91%
3 YR 5.96%
5 YR 7.35%
10 YR 5.37%
Description
The investment seeks a high level of total return consistent with a moderate 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 performance of a benchmark index that measures the investment return of the overall U.S. stock market. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP U.S. Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index.
The investment seeks long-term growth of principal while providing some current income. The fund invests approximately 60% of its total assets in common stocks, and ordinarily limits its common stock investments to no more than 75% of its total assets. Although there is no restriction on the size of companies in which it may invest, ordinarily most of its common stock investments are in companies with market capitalizations of at least $1.5 billion at the time of investment. It ordinarily invests at least 25% of its total assets in fixed income securities, including investment grade bonds issued by U.S. companies and U.S. government and agency obligations.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!