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SRQIX Stringer Moderate Growth Institutional

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Fund SRQIX Stringer Moderate Growth Institutional FFNOX Fidelity® Four-in-One Index VASGX Vanguard LifeStrategy Growth Inv  
100% 86% 87%
Annual Fees
(1.58% Exp. Ratio)
(0.11% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$24,123.99 $37,636.45 $37,186.93
Est. savings over 30 yrs +$13,512.46 +$13,062.94
As of 9/30/16
1 YR RETURN 7.78%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.35%
3 YR 6.89%
5 YR 12.06%
10 YR 5.72%
1 YR RETURN 11.57%
3 YR 6.71%
5 YR 11.24%
10 YR 5.28%
The investment seeks capital appreciation while also maintaining principal stability. The fund is designed to meet investor needs for a diversified portfolio solution with a defined risk objective of long-term growth through a fully managed investment policy utilizing United States and foreign equity securities, debt and money market securities, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends. It will generally allocate 100% of its investments to equity securities. The fund may also invest significantly in ETFs. It is non-diversified.
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).

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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.


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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