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TAGGX Goldman Sachs Tax-Advntgd Gbl Eq A

3 lower fee alternatives found

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Fund TAGGX Goldman Sachs Tax-Advntgd Gbl Eq A SWEGX Schwab MarketTrack All Equity TESRX Franklin Mutual Shares R  
100% 90% 85%
Annual Fees
(1.36% Exp. Ratio)
(0.62% Exp. Ratio)
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.28% annual return
$31,013.26 $38,808.36 $31,488.36
Est. savings over 30 yrs +$7,795.10 +$475.10
As of 12/31/16
1 YR RETURN 7.67%
3 YR 3.94%
5 YR 10.95%
10 YR --
1 YR RETURN 13.49%
3 YR 5.03%
5 YR 11.86%
10 YR 5.09%
1 YR RETURN 15.31%
3 YR 5.72%
5 YR 11.52%
10 YR 4.30%
The investment seeks long-term growth of capital. The Portfolio seeks to achieve its investment objective by investing in securities or instruments and a combination of underlying funds that currently exist or that may become available for investment in the future. The advisor intends to invest at least 80% of its net assets plus any borrowings for investment purposes in underlying equity funds and equity securities with a blend of domestic large cap, small cap and international exposure to seek capital appreciation. It invests approximately 10% of its total assets in the Goldman Sachs Tactical Tilt Overlay Fund.
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 capital appreciation, which may occasionally be short term; income is a secondary consideration. The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria. It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund may invest a significant portion (up to 35%) of its assets in foreign securities.

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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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