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MCRTX Morgan Stanley Multi Cap Growth IS

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Fund MCRTX Morgan Stanley Multi Cap Growth IS VOOG Vanguard S&P 500 Growth ETF ONEQ Fidelity® Nasdaq Composite Tr Stk ETF  
100% 88% 91%
Annual Fees
(0.85% Exp. Ratio)
(0.15% Exp. Ratio)
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$40,087.07 $49,506.80 $48,622.07
Est. savings over 30 yrs +$9,419.73 +$8,535.00
As of 10/31/16
1 YR RETURN 2.43%
3 YR 7.75%
5 YR 12.44%
10 YR 8.49%
1 YR RETURN 2.54%
3 YR 10.06%
5 YR 13.83%
10 YR --
1 YR RETURN 4.00%
3 YR 11.05%
5 YR 15.37%
10 YR 9.15%
The investment seeks long-term capital appreciation. The fund will normally invest at least 65% of its assets in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000® Growth Index, which as of December 31, 2015 was between $2.9 million and $606.4 billion.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P 500® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P 500 Index. The index measures the performance of large-capitalization growth stocks in the United States.
The investment seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index®. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index that have a similar investment profile to the entire index.

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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.


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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