Investment Test Drive

FMALX Fidelity Advisor® Series Growth & Income

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund FMALX Fidelity Advisor® Series Growth & Income TILT FlexShares Mstar US Mkt Factors Tilt ETF SPHB PowerShares S&P 500 High Beta ETF  
Similarity
?
100% 91% 85%
Annual Fees
?
$71.89
(0.68% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$43,316.56 $49,310.54 $49,310.54
Est. savings over 30 yrs +$5,993.98 +$5,993.98
Return
As of 11/30/16
1 YR RETURN 10.80%
3 YR 7.60%
5 YR --
10 YR --
1 YR RETURN 11.04%
3 YR 8.03%
5 YR 14.41%
10 YR --
1 YR RETURN 16.87%
3 YR 8.68%
5 YR 14.71%
10 YR --
Description
The investment seeks high total return through a combination of current income and capital appreciation. The fund normally invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It potentially invests in bonds, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation.
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 investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® High Beta Index (the "underlying index"). The fund generally invests at least 90% of its total assets in common stocks that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index. 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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