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MXMPX Great-West Moderate Profile II Init

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Fund MXMPX Great-West Moderate Profile II Init VGSTX Vanguard STAR Inv TRPBX T. Rowe Price Personal Strat Bal  
100% 85% 85%
Annual Fees
(0.95% Exp. Ratio)
(0.34% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$25,690.81 $30,886.58 $27,625.41
Est. savings over 30 yrs +$5,195.77 +$1,934.60
As of 9/30/16
1 YR RETURN 9.54%
3 YR 5.70%
5 YR 9.40%
10 YR 5.82%
1 YR RETURN 10.84%
3 YR 6.72%
5 YR 10.43%
10 YR 6.15%
1 YR RETURN 10.82%
3 YR 6.24%
5 YR 10.58%
10 YR 6.41%
The investment seeks long-term capital appreciation primarily through investments in underlying funds with a relatively equal emphasis on equity and fixed income investments. The fund usually invests assets in underlying funds according to the following asset allocation ranges: 0% to 30% of assets in international funds, 0% to 25% of assets in small cap funds, 0% to 30% of assets in mid cap funds, 15% to 45% in large cap funds, 0-10% of assets in real estate, and 10% to 30% in bond funds and 5% to 25% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
The investment seeks long-term capital appreciation and income. As a "fund of funds," the fund invests in a diversified portfolio of other Vanguard mutual funds, rather than in individual securities. It follows a balanced investment approach by placing 60% to 70% of its assets in common stocks through eight stock funds; 20% to 30% of its assets in bonds through two bond funds; and 10% to 20% of its assets in short-term investments through a short-term bond fund. Through the underlying funds, the fund owns a diversified mix of stocks and bonds.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio typically consisting of approximately 60% stocks; 35% bonds, money market securities, and cash reserves; and 5% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (50-70%), bonds and money markets (25-45%), and alternative investments (0-10%).

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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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