Investment Test Drive

LMRNX 1919 Socially Responsive Balanced I

No cheaper alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
No cheaper alternatives found
Fund LMRNX 1919 Socially Responsive Balanced I
Good for you!
FeeX did not find any alternative funds with lower fees and better past returns. You can change the returns filter above to search for more options.
Annual Fees
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 7.04%
3 YR 5.93%
5 YR 9.40%
10 YR 5.02%
The investment seeks to provide high total return consisting of capital appreciation and current income. The Socially Responsive Fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, the fund will maintain at least 65% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.

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.


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!