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MNHCX Manning & Napier Pro-Blend Maxm Term C

4 lower fee alternatives found

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Fund MNHCX Manning & Napier Pro-Blend Maxm Term C SWEGX Schwab MarketTrack All Equity EXHAX Manning & Napier Pro-Blend Max Term S  
Similarity
?
100% 86% 100%
Annual Fees
?
$193.60
(1.84% Exp. Ratio)
$65.23
(0.62% Exp. Ratio)
$114.68
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
$26,327.12 $38,136.14 $33,080.57
Est. savings over 30 yrs +$11,809.01 +$6,753.45
Return
As of 10/31/16
1 YR RETURN 2.62%
3 YR 2.55%
5 YR 7.88%
10 YR 3.83%
1 YR RETURN 3.99%
3 YR 4.43%
5 YR 10.17%
10 YR 4.81%
1 YR RETURN 3.45%
3 YR 3.31%
5 YR 8.69%
10 YR 4.71%
Description
The investment seeks to provide long-term growth of capital. The fund invests primarily in common stocks, but may invest to a lesser extent in fixed income securities of any maturity. It may invest in U.S. and foreign stocks, including those in emerging markets, American Depository Receipts (ADRs), and derivatives instruments. The fund may invest in stocks of small, large, or mid-size companies. In the fixed income portion of the portfolio, the Advisor invests primarily in investment grade securities and typically focuses on fixed income securities with maturities of 7 to 20 years, but may invest in securities of any maturity.
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 to provide long-term growth of capital. The fund invests primarily in common stocks, but may invest to a lesser extent in fixed income securities of any maturity. It may invest in U.S. and foreign stocks, including those in emerging markets, American Depository Receipts (ADRs), and derivatives instruments. The fund may invest in stocks of small, large, or mid-size companies. In the fixed income portion of the portfolio, the Advisor invests primarily in investment grade securities and typically focuses on fixed income securities with maturities of 7 to 20 years, but may invest in securities of any maturity.

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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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