Investment Test Drive

FNGCX Franklin NextStep Growth C

15 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 FNGCX Franklin NextStep Growth C FFNOX Fidelity® Four-in-One Index VASGX Vanguard LifeStrategy Growth Inv  
Similarity
?
100% 86% 89%
Annual Fees
?
$204.08
(1.95% Exp. Ratio)
$11.51
(0.11% Exp. Ratio)
$15.70
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.66% annual return
$21,710.16 $37,922.38 $37,469.44
Est. savings over 30 yrs +$16,212.21 +$15,759.28
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.52%
3 YR 4.98%
5 YR 9.65%
10 YR 5.17%
1 YR RETURN 3.54%
3 YR 4.91%
5 YR 8.96%
10 YR 4.76%
Description
The investment seeks the highest level of long-term total return that is consistent with an acceptable level of risk. The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets in underlying funds (i.e., other mutual funds and exchange-traded funds (ETFs)), including underlying funds managed by Franklin Templeton as well as those managed by unaffiliated investment managers. The fund will seek to maintain a target exposure, principally through investment in underlying funds, of 75% to equities and equity-related securities and 25% to debt securities.
The investment seeks high total return. The fund invests in a combination of four Fidelity® stock and bond index funds (underlying Fidelity® Funds) using an asset allocation strategy designed for investors seeking a broadly diversified, index-based investment. It allocates approximately 48% of its assets in Fidelity® 500 Index Fund, 12% in Fidelity® Extended Market Index Fund, 25% in Fidelity® International Index Fund, and 15% Fidelity® U.S. Bond Index Fund.
The investment seeks capital appreciation and some current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 80% of the fund's assets to common stocks and 20% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar (but hedged by Vanguard to minimize foreign currency exposure).

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!