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GSRVX GE Instl Strategic Investment Svc

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Fund GSRVX GE Instl Strategic Investment Svc DODBX Dodge & Cox Balanced  
100% 85%
Annual Fees
(0.62% Exp. Ratio)
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$28,407.03 $29,189.02
Est. savings over 30 yrs +$782.00
As of 9/30/16
1 YR RETURN 8.53%
3 YR 4.72%
5 YR 8.77%
10 YR 4.42%
1 YR RETURN 12.58%
3 YR 7.74%
5 YR 13.71%
10 YR 5.82%
The investment seeks maximum total return. The fund seeks to achieve its investment objective by investing primarily in a combination of U.S. and foreign (non-U.S.) equity and debt securities and cash. It invests in equity securities, such as common and preferred stocks, principally for their capital appreciation potential and investment-grade debt securities principally for their income potential. The portion of the fund invested in debt securities normally has a weighted average effective maturity of approximately five to ten years.
The investment seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. The fund invests in a diversified portfolio of equity securities and debt securities. Under normal circumstances no less than 25% and no more than 75% of total assets will be invested in equity securities. The fund may invest up to 20% of its total assets in U.S. dollar-denominated securities of non-U.S. issuers traded in the United States that are not in the S&P 500 Index.

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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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