Investment Test Drive

HOTFX FundX Aggressive Upgrader

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund HOTFX FundX Aggressive Upgrader PRSGX T. Rowe Price Spectrum Growth  
100% 86%
Annual Fees
(2.03% Exp. Ratio)
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$28,025.05 $40,871.13
Est. savings over 30 yrs +$12,846.08
As of 9/30/16
1 YR RETURN 8.67%
3 YR 5.57%
5 YR 11.70%
10 YR 4.67%
1 YR RETURN 13.19%
3 YR 7.32%
5 YR 13.67%
10 YR 6.54%
The investment seeks to maximize capital appreciation over the long term without regard to income. The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The underlying funds invest primarily in individual securities such as common stocks. The fund will invest predominantly in Aggressive Equity underlying funds, which may invest in more concentrated portfolios or in small-cap, mid-cap, or less-seasoned companies, or may make significant use of complex investment techniques. It is not limited in the amount of its assets it holds in underlying funds that focus on emerging markets.
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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


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.


Your Feedback has been sent successfully!