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GWPCX American Funds Growth Portfolio C

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Fund GWPCX American Funds Growth Portfolio C FIBG Credit Suisse FI Enhanced Big Cap Gr ETN PRSGX T. Rowe Price Spectrum Growth  
Similarity
?
100% 90% 92%
Annual Fees
?
$162.66
(1.54% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$83.44
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$32,419.70 $50,874.24 $40,707.79
Est. savings over 30 yrs +$18,454.55 +$8,288.09
Return
As of 11/30/16
1 YR RETURN 3.64%
3 YR 4.60%
5 YR --
10 YR --
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
1 YR RETURN 4.98%
3 YR 5.11%
5 YR 11.33%
10 YR 5.88%
Description
The investment seeks to provide long-term growth of capital. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. The fund will typically have significant exposure to issuers domiciled outside the United States. It may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.
The ETNs are medium-term notes of Credit Suisse AG (“Credit Suisse”), the return on which is linked to the performance of the Russell 1000® Growth Index Total Return (the “Index”) on a leveraged basis. The ETNs seek to approximate the return that might be available through a leveraged “long” investment strategy in the components of the Index. A leveraged “long” investment strategy involves the practice of borrowing money from a third party lender at an agreed-upon rate of interest and using the borrowed money together with investor capital to purchase assets (e.g., equity securities).
The investment seeks long-term capital appreciation and growth of income with current income as a secondary objective. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. The fund, which normally invests in a variety of domestic and international equity funds and, from time to time, a money market fund, seeks to maintain broad exposure to several markets in an attempt to reduce the impact of markets that are declining and to benefit from good performance in particular market segments over time.

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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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