Investment Test Drive

FGRTX Fidelity® Mega Cap Stock

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund FGRTX Fidelity® Mega Cap Stock TILT FlexShares Mstar US Mkt Factors Tilt ETF RSP Guggenheim S&P 500® Equal Weight ETF  
Similarity
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100% 90% 88%
Annual Fees
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$72.95
(0.69% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
$42.29
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$43,179.78 $49,303.55 $47,127.15
Est. savings over 30 yrs +$6,123.76 +$3,947.36
Return
As of 12/31/16
1 YR RETURN 13.63%
3 YR 7.74%
5 YR 14.75%
10 YR 7.26%
1 YR RETURN 16.98%
3 YR 7.98%
5 YR 14.75%
10 YR --
1 YR RETURN 14.34%
3 YR 8.30%
5 YR 15.05%
10 YR 7.84%
Description
The investment seeks high total return through a combination of current income and capital appreciation. The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and in either "growth" stocks or "value" stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® US Market Factor Tilt IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index reflects the performance of a selection of U.S. equity securities that is designed to provide broad exposure to the overall U.S. equities market, with increased exposure (or a "tilt") to small-capitalization stocks and value stocks. It may also invest up to 20% of its assets in cash and cash equivalents.
The investment seeks to replicate as closely as possible, before fees and expenses, the daily performance of the S&P 500® Equal Weight Index Total Return. The fund invests primarily in equity securities to meet its investment objective of replicating the underlying index as closely as possible, before fees and expenses. The underlying index is an unmanaged equal weighted version of the S&P 500® Index, which is an unmanaged capitalization weighted index comprised of 500 common stocks chosen by Standard & Poor's, a Division of The McGraw-Hill Companies, Inc. ("S&P") on a statistical basis. The fund is non-diversified.

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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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