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MFV MFS Special Value Trust

1 lower fee alternative found

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Fund MFV MFS Special Value Trust FAGIX Fidelity Capital & Income Fund  
100% 92%
Annual Fees
(1.23% Exp. Ratio)
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.16% annual return
$13,094.50 $15,236.24
Est. savings over 30 yrs +$2,141.75
As of 2/28/18
1 YR RETURN 6.55%
3 YR 5.74%
5 YR 6.76%
10 YR 7.28%
1 YR RETURN 7.29%
3 YR 5.80%
5 YR 6.95%
10 YR 8.80%
The Fund seeks high current income by investing in U.S. Government securities, foreign government securities, mortgage-backed and other asset-backed securities of U.S. and foreign issuers, corporate bonds of U.S. and foreign issuers, debt instruments of issuers located in emerging market countries, and equity securities.
The Fund seeks to provide a combination income and capital growth. The Fund seeks to invest in equity and debt securities, including defaulted securities, with an emphasis on lower-quality debt securities. The Fund seeks to invest in companies in troubled or uncertain financial condition.

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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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