Investment Test Drive

MBESX AMG Chicago Equity Partners Balanced I

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund MBESX AMG Chicago Equity Partners Balanced I LKBAX LKCM Balanced  
Similarity
?
100% 86%
Annual Fees
?
$98.09
(0.94% Exp. Ratio)
$83.48
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$27,041.01 $28,211.32
Est. savings over 30 yrs +$1,170.31
Return
As of 11/30/16
1 YR RETURN 2.37%
3 YR 5.67%
5 YR 8.70%
10 YR 6.44%
1 YR RETURN 6.72%
3 YR 5.71%
5 YR 9.90%
10 YR 7.03%
Description
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 current income and long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.

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!