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MBESX AMG Chicago Equity Partners Balanced I

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Fund MBESX AMG Chicago Equity Partners Balanced I VWELX Vanguard Wellington™ Inv  
100% 85%
Annual Fees
(0.94% Exp. Ratio)
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.23% annual return
$26,088.21 $32,031.37
Est. savings over 30 yrs +$5,943.16
As of 12/31/16
1 YR RETURN 4.79%
3 YR 5.62%
5 YR 8.77%
10 YR 6.43%
1 YR RETURN 11.01%
3 YR 6.85%
5 YR 10.44%
10 YR 6.89%
The investment seeks to achieve a high total investment return, consistent with the preservation of capital and prudent economic risk. The fund will invest 50-75% of its total assets in equity securities and invest the remainder in bonds and other fixed income securities, as well as cash and cash equivalents. The equity portion of the fund is invested primarily in a diversified portfolio of U.S. common stocks, as well as other U.S. and foreign securities, including convertible securities and warrants. It will invest at least 25% of its total assets in fixed income securities under normal circumstances.
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

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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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