Investment Test Drive

MXOPX Great-West Moderate Profile I Init

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund MXOPX Great-West Moderate Profile I Init MSMSX Manning & Napier Strategic Inc Modrt S FPACX FPA Crescent  
Similarity
?
100% 85% 86%
Annual Fees
?
$114.67
(1.10% Exp. Ratio)
$96.95
(0.93% Exp. Ratio)
$113.63
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$25,001.77 $26,323.69 $25,077.72
Est. savings over 30 yrs +$1,321.93 +$75.95
Return
As of 12/31/16
1 YR RETURN 8.19%
3 YR 4.47%
5 YR 8.26%
10 YR 5.29%
1 YR RETURN 9.09%
3 YR 4.83%
5 YR --
10 YR --
1 YR RETURN 10.25%
3 YR 4.82%
5 YR 9.15%
10 YR 6.90%
Description
The investment seeks long-term capital appreciation. The fund invests in a mix of underlying funds. The adviser uses asset allocation strategies to allocate assets among different broad asset classes and the underlying funds. Its asset allocation ranges like these: 0-30% of assets in international portfolios, 0-25% of assets in small cap portfolios, 0-30% of assets in mid cap portfolios, 15-45% of assets in large cap portfolios, 10-30% of assets in bond and 5-25% of assets in short-term bond and 0-10% in real estate. While the fund is non-diversified, it invests in diversified underlying holdings.
The investment seeks to manage against capital risk while generating income and pursuing long-term capital growth. The fund is designed to generate income, pursue capital growth in order to provide purchasing power protection, and to manage risk. It may invest in a combination of the Core Bond Series, Disciplined Value Series, Emerging Markets Series, Equity Income Series, Global Fixed Income Series, High Yield Bond Series, Real Estate Series, and Unconstrained Bond Series, as well as other Series of the fund.
The investment seeks to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital. The fund's investment adviser invests in both equity and debt securities of companies. The fund's portfolio managers ("portfolio managers") believe that this combination of securities broadens the universe of opportunities for the fund, offers additional diversification and helps to lower volatility. It invests primarily in equity securities and the balance of its portfolio in debt securities, cash and cash equivalents.

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!