Investment Test Drive

FLAGX Meeder Aggressive Growth Retail

15 lower fee alternatives found

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Fund FLAGX Meeder Aggressive Growth Retail FSTMX Fidelity® Total Market Index Investor EUSA iShares MSCI USA Equal Weighted  
Similarity
?
100% 85% 85%
Annual Fees
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$177.62
(1.68% Exp. Ratio)
$9.52
(0.09% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$31,970.33 $51,732.06 $50,808.12
Est. savings over 30 yrs +$19,761.73 +$18,837.79
Return
As of 12/31/16
1 YR RETURN 8.26%
3 YR 5.53%
5 YR 11.82%
10 YR 4.90%
1 YR RETURN 12.61%
3 YR 8.32%
5 YR 14.54%
10 YR 7.12%
1 YR RETURN 14.08%
3 YR 8.10%
5 YR 14.16%
10 YR --
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 to provide investment results that correspond to the total return of a broad range of United States stocks. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Total Stock Market IndexSM, which represents the performance of a broad range of U.S. stocks. It uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the index using a smaller number of securities.
The investment seeks to track the investment results of the MSCI USA Equal Weighted Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is an equally-weighted securities index that measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States and which represents an alternative weighting scheme to its market capitalization-weighted parent index, the MSCI USA Index.

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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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