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SRGAX Stringer Growth A

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Fund SRGAX Stringer Growth A SWEGX Schwab MarketTrack All Equity TAAIX Thrivent Aggressive Allocation S  
100% 88% 87%
Annual Fees
(1.87% Exp. Ratio)
(0.62% Exp. Ratio)
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
$26,100.94 $38,156.80 $35,702.43
Est. savings over 30 yrs +$12,055.86 +$9,601.49
As of 9/30/16
1 YR RETURN 9.78%
3 YR 4.90%
5 YR --
10 YR --
1 YR RETURN 13.85%
3 YR 6.42%
5 YR 13.11%
10 YR 5.45%
1 YR RETURN 11.79%
3 YR 6.89%
5 YR 12.28%
10 YR 5.78%
The investment seeks long-term growth of capital. 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 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 capital growth. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 75%-100% of its assets in equity securities, and 0%-25% in debt securities. The fund may also enter into credit default swap agreements on security indexes. It may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.

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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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