Investment Test Drive

MSFJX MFS Total Return R4

1 lower fee alternative found

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Fund MSFJX MFS Total Return R4 VWELX Vanguard Wellington™ Inv  
Similarity
?
100% 91%
Annual Fees
?
$51.13
(0.49% Exp. Ratio)
$27.13
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$30,979.55 $33,201.23
Est. savings over 30 yrs +$2,221.68
Return
As of 11/30/16
1 YR RETURN 6.30%
3 YR 5.84%
5 YR 9.37%
10 YR 5.55%
1 YR RETURN 7.18%
3 YR 6.62%
5 YR 10.35%
10 YR 6.78%
Description
The investment seeks total return. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, asset-backed securities, foreign government securities, and other obligations to repay money borrowed. It seeks to invest between 40% and 75% of its assets in equity securities and at least 25% of its assets in fixed-income senior securities.
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.

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.

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