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EBAAX MFS Aggressive Growth Allocation 529B

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Fund EBAAX MFS Aggressive Growth Allocation 529B SWEGX Schwab MarketTrack All Equity TSALX TIAA-CREF Lifestyle Aggressive Gr Retail  
Similarity
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100% 90% 92%
Annual Fees
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$202.17
(1.92% Exp. Ratio)
$65.28
(0.62% Exp. Ratio)
$93.71
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.30% annual return
$26,293.99 $39,031.26 $35,972.21
Est. savings over 30 yrs +$12,737.27 +$9,678.22
Return
As of 11/30/16
1 YR RETURN 2.88%
3 YR 3.08%
5 YR 8.99%
10 YR 4.15%
1 YR RETURN 7.86%
3 YR 4.96%
5 YR 11.27%
10 YR 4.99%
1 YR RETURN 3.31%
3 YR 4.14%
5 YR --
10 YR --
Description
The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).
The investment seeks high capital growth through an all-stock portfolio. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the portfolio's policy that, under normal circumstances, it will invest at least 80% of its net assets in stock investments; typically the actual percentage is considerably higher. The portfolio invests in mutual funds to achieve its allocation in stock investments.
The investment seeks long-term growth of capital. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 100% of the fund's assets in equity underlying funds and (2) approximately 0% of the fund's assets in fixed-income underlying funds. It may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

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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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