Investment Test Drive

FUNDX FundX Upgrader

1 lower fee alternative found

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Fund FUNDX FundX Upgrader SWEGX Schwab MarketTrack All Equity  
Similarity
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100% 87%
Annual Fees
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$193.71
(1.84% Exp. Ratio)
$65.27
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.28% annual return
$26,805.70 $38,829.38
Est. savings over 30 yrs +$12,023.68
Return
As of 12/31/16
1 YR RETURN 5.13%
3 YR 4.68%
5 YR 10.92%
10 YR 3.92%
1 YR RETURN 13.49%
3 YR 5.03%
5 YR 11.86%
10 YR 5.09%
Description
The investment seeks to maximize capital appreciation over the long term without regard to income. The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The underlying funds, in turn, invest primarily in individual securities such as common stocks. The fund will invest predominantly in Core Equity underlying funds, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations.
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.

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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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