Investment Test Drive

FMPSX Frontier MFG Global Plus Service

15 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 FMPSX Frontier MFG Global Plus Service XLG Guggenheim S&P 500® Top 50 ETF SLADX Selected American Shares D  
Similarity
?
100% 85% 86%
Annual Fees
?
$102.55
(0.97% Exp. Ratio)
$21.15
(0.20% Exp. Ratio)
$64.49
(0.61% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$39,677.44 $50,056.05 $44,240.60
Est. savings over 30 yrs +$10,378.60 +$4,563.16
Return
As of 11/30/16
1 YR RETURN 0.17%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.24%
3 YR 8.72%
5 YR 13.78%
10 YR 6.10%
1 YR RETURN 9.48%
3 YR 8.19%
5 YR 13.34%
10 YR 5.69%
Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in a non-diversified portfolio of publicly-traded equity securities issued by U.S. and non-U.S. companies. For purposes of the 80% policy, net assets include any borrowings for investment purposes. Under normal market conditions, the fund will allocate its assets among issuers located in at least three different countries and will invest at least 40% of its net assets in non-U.S. companies. It is non-diversified.
The investment seeks to replicate as closely as possible, before fees and expenses, the daily performance of the S&P 500® Top 50 Index (the "underlying index"). 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 includes 50 of the largest capitalization members of the S&P 500 ® Index. The underlying index's components are weighted by float-adjusted market capitalization. The fund is non-diversified.
The investment seeks to achieve both capital growth and income; in the current market environment, income is expected to be low. The fund invests at least 80% of its net assets, plus any borrowing for investment purposes, in securities issued by American companies. It invests principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion.

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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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