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MXFPX Great-West Moderately Agg Prfl II L

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Fund MXFPX Great-West Moderately Agg Prfl II L FSDIX Fidelity® Strategic Dividend & Income®  
Similarity
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100% 85%
Annual Fees
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$134.19
(1.28% Exp. Ratio)
$81.77
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$28,015.96 $32,600.77
Est. savings over 30 yrs +$4,584.81
Return
As of 11/30/16
1 YR RETURN 5.34%
3 YR 4.86%
5 YR 9.18%
10 YR 5.24%
1 YR RETURN 9.39%
3 YR 7.67%
5 YR 11.36%
10 YR 5.43%
Description
The investment seeks long-term capital appreciation primarily through investments in underlying funds that emphasize equity investments and, to a lesser degree, in underlying funds that emphasize fixed income investments. The fund usually invests assets in underlying funds according to the following asset allocation ranges: 5% to 35% of assets in international funds, 0% to 25% of assets in small cap funds, 5% to 35% in mid cap funds, 20% to 50% of assets in large cap funds, 0-10% of assets in real estate, and 5% to 25% in bond funds and 0% to 15% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
The investment seeks reasonable income; it also considers the potential for capital appreciation. The fund normally invests at least 80% of assets in equity securities. It uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers.

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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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