Investment Test Drive

MFEKX MFS Growth R6

9 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 MFEKX MFS Growth R6 MTUM iShares Edge MSCI USA Momentum Factor IWY iShares Russell Top 200 Growth  
Similarity
?
100% 88% 92%
Annual Fees
?
$65.49
(0.62% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
$21.13
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$42,972.69 $49,506.80 $48,768.46
Est. savings over 30 yrs +$6,534.11 +$5,795.77
Return
As of 10/31/16
1 YR RETURN 2.68%
3 YR 8.61%
5 YR 13.52%
10 YR 8.77%
1 YR RETURN 4.92%
3 YR 11.47%
5 YR --
10 YR --
1 YR RETURN 2.77%
3 YR 10.32%
5 YR 14.10%
10 YR --
Description
The investment seeks capital appreciation. The fund normally invests 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 focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies).
The investment seeks to track the investment results of the MSCI USA Momentum Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
The investment seeks to track the investment results of the Russell Top 200 Growth Index, which measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying 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.

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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