Investment Test Drive

GPTCX GuidePath® Conservative Allocation Svc

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund GPTCX GuidePath® Conservative Allocation Svc UFSGX USAA First Start Growth  
100% 86%
Annual Fees
(1.71% Exp. Ratio)
(1.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$23,720.50 $25,755.19
Est. savings over 30 yrs +$2,034.68
As of 12/31/16
1 YR RETURN 0.89%
3 YR 0.09%
5 YR 5.51%
10 YR --
1 YR RETURN 5.43%
3 YR 3.26%
5 YR 8.26%
10 YR 5.16%
The investment seeks to maximize total return, consisting of a combination of long-term capital appreciation and current income, while moderating risk and volatility in the portfolio. The fund operates as a fund of funds, investing primarily in registered mutual funds, including exchange-traded funds ("ETFs"). The funds in which the fund may invest are referred to herein as the "underlying funds." The Advisor believes that investing in underlying funds provides the fund with an efficient means of creating a portfolio that provides investors with indirect exposure to a broad range of securities.
The investment seeks long-term capital growth with reduced volatility over time. The adviser intends to invest primarily in equity securities, but may also invest in bonds and money market instruments, as market conditions warrant. The adviser expects the fund's typical asset allocation to be approximately 70% equities and 30% fixed-income securities. The implementation of the asset allocation may involve the extensive use of equity and fixed-income exchange-traded funds (ETFs).

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.


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!