Investment Test Drive

FLAGX Meeder Aggressive Growth Retail

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FLAGX Meeder Aggressive Growth Retail AMVIX American Century Adaptive Equity Inv OFAFX Olstein All Cap Value Adv  
Similarity
?
100% 85% 85%
Annual Fees
?
$177.62
(1.68% Exp. Ratio)
$122.64
(1.16% Exp. Ratio)
$133.22
(1.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$31,974.87 $37,457.15 $36,336.77
Est. savings over 30 yrs +$5,482.28 +$4,361.90
Return
As of 11/30/16
1 YR RETURN 4.14%
3 YR 5.91%
5 YR 11.40%
10 YR 4.92%
1 YR RETURN 6.89%
3 YR 7.46%
5 YR 13.90%
10 YR 6.66%
1 YR RETURN 8.25%
3 YR 6.88%
5 YR 13.79%
10 YR 5.18%
Description
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks. Guided by the Adviser's quantitative models, the Adviser uses an aggressive growth strategy in choosing the fund's investments, and may invest in smaller or newer companies, which are more likely to grow, but also more likely to suffer more significant losses, than larger or more established companies. The fund also may invest up to 100% of its assets directly in, or in underlying funds investing in, futures contracts and options on futures contracts.
The investment seeks long-term capital growth. The fund uses an approach to common stock investing developed by the fund's investment advisor. This approach relies heavily on quantitative tools to identify attractive investment opportunities, regardless of company size, industry type or geographic location, on a disciplined, consistent basis. In addition to investing in U.S. companies, the fund may invest in securities of foreign companies, including companies located in emerging markets when these securities meet the portfolio managers' standards of selection.
The investment seeks long-term capital appreciation and its secondary objective is income. The fund seeks to achieve its objectives by investing primarily in a diversified portfolio of common stocks that the fund's investment adviser, Olstein Capital Management, L.P. ("OCM"), believes are significantly undervalued. It will invest in companies without regard to whether they are conventionally categorized as small, medium, or large capitalization or whether they are characterized as growth (growth is a component of the fund's definition of value), value, cyclical, or any other category.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!