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GSMYX Goldman Sachs Small/Mid Cap Growth Instl

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Fund GSMYX Goldman Sachs Small/Mid Cap Growth Instl IVOG Vanguard S&P Mid-Cap 400 Growth ETF BFOR Barron's 400 ETF  
Similarity
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100% 93% 90%
Annual Fees
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$98.22
(0.93% Exp. Ratio)
$21.12
(0.20% Exp. Ratio)
$68.65
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$38,941.74 $48,536.31 $42,382.51
Est. savings over 30 yrs +$9,594.57 +$3,440.76
Return
As of 11/30/16
1 YR RETURN -1.36%
3 YR 4.33%
5 YR 12.73%
10 YR 9.38%
1 YR RETURN 8.14%
3 YR 8.11%
5 YR 13.30%
10 YR --
1 YR RETURN 9.09%
3 YR 6.05%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in small and mid-cap issuers. It may invest up to 25% of its Net Assets in foreign securities, including issuers in countries with emerging markets or economies and securities quoted in foreign currencies. The fund may invest up to 20% of its net assets in fixed income securities, such as government, corporate and bank debt obligations.
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P MidCap 400 Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400SM Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise 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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