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SRFFX MFS Equity Opportunities R3

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Fund SRFFX MFS Equity Opportunities R3 LGLV SPDR® SSGA US Large Cap Low Volatil ETF VTCLX Vanguard Tax-Managed Capital App Adm  
Similarity
?
100% 90% 88%
Annual Fees
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$127.93
(1.21% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$11.63
(0.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$36,887.62 $51,268.08 $51,422.29
Est. savings over 30 yrs +$14,380.46 +$14,534.67
Return
As of 12/31/16
1 YR RETURN 10.81%
3 YR 5.87%
5 YR 14.77%
10 YR 6.81%
1 YR RETURN 11.25%
3 YR 9.93%
5 YR --
10 YR --
1 YR RETURN 12.01%
3 YR 8.62%
5 YR 14.79%
10 YR 7.20%
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser may invest the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. It uses statistical methods to "sample" the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. The expected result is a portfolio that will loosely track the total return performance of the index, but with lower taxable income distributions.

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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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