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MXRPX Great-West Moderately Agg Prfl I Init

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Fund MXRPX Great-West Moderately Agg Prfl I Init FSDIX Fidelity® Strategic Dividend & Income®  
Similarity
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100% 85%
Annual Fees
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$124.75
(1.19% Exp. Ratio)
$81.77
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.83% annual return
$28,761.12 $32,565.33
Est. savings over 30 yrs +$3,804.21
Return
As of 11/30/16
1 YR RETURN 5.37%
3 YR 4.94%
5 YR 9.30%
10 YR 5.34%
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. 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 assets allocation ranges like these: 5-35% of assets in international portfolios, 0-25% of assets in small cap portfolios, 5-35% of assets in mid cap portfolios, 20-50% of assets in large cap portfolios and 5-25% of assets in bond portfolios and 0-15% of assets in short term bond portfolios and 0-10% in real estate. 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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