Investment Test Drive

MIGNX MFS Massachusetts Inv Gr Stk R6

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund MIGNX MFS Massachusetts Inv Gr Stk R6 QQQ PowerShares QQQ ETF ONEQ Fidelity® Nasdaq Composite Tr Stk ETF  
100% 91% 91%
Annual Fees
(0.38% Exp. Ratio)
(0.20% Exp. Ratio)
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$46,255.31 $48,829.43 $48,682.86
Est. savings over 30 yrs +$2,574.13 +$2,427.56
As of 9/30/16
1 YR RETURN 14.96%
3 YR 10.15%
5 YR 15.07%
10 YR 8.39%
1 YR RETURN 17.85%
3 YR 16.05%
5 YR 19.17%
10 YR 12.28%
1 YR RETURN 16.47%
3 YR 13.37%
5 YR 18.40%
10 YR 9.92%
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in stocks. Stocks 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 advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth companies).
The investment seeks investment results that generally correspond to the price and yield performance of the index. To maintain the correspondence between the composition and weights of the securities in the trust (the "securities") and the stocks in the Nasdaq-100 Index®, the adviser adjusts the securities from time to time to conform to periodic changes in the identity and/or relative weights of index securities. The composition and weighting of the securities portion of a portfolio deposit are also adjusted to conform to changes in the index.
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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