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MMOIX BNY Mellon Large Cap Market Opps Inv

6 lower fee alternatives found

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Fund MMOIX BNY Mellon Large Cap Market Opps Inv VHCOX Vanguard Capital Opportunity Inv POGRX PRIMECAP Odyssey Growth  
Similarity
?
100% 88% 87%
Annual Fees
?
$126.75
(1.20% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
$67.60
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$35,951.94 $45,107.83 $42,595.28
Est. savings over 30 yrs +$9,155.89 +$6,643.34
Return
As of 11/30/16
1 YR RETURN 6.61%
3 YR 6.90%
5 YR 12.12%
10 YR --
1 YR RETURN 8.82%
3 YR 10.53%
5 YR 17.42%
10 YR 8.67%
1 YR RETURN 8.45%
3 YR 9.89%
5 YR 16.31%
10 YR 8.74%
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large cap companies. The fund managers consider large cap companies to be those companies with total market capitalizations of $5 billion or more at the time of purchase. It normally allocates its assets among multiple investment strategies employed by the fund's investment adviser or its affiliates that invest primarily in equity securities issued by large cap companies.
The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size, however; the advisor may emphasize mid-cap stocks. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with the potential for above average earnings growth. It may invest in stocks across all market sectors and market capitalizations. Although it has historically invested primarily in large- and mid-capitalization companies, it has also invested a significant portion of its assets in small-cap stocks.

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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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