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GTMUX Goldman Sachs Small/Mid Cap Growth R6

3 lower fee alternatives found

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Fund GTMUX Goldman Sachs Small/Mid Cap Growth R6 POAGX PRIMECAP Odyssey Aggressive Growth BFOR Barron's 400 ETF  
100% 86% 89%
Annual Fees
(0.91% Exp. Ratio)
(0.62% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$39,385.80 $42,994.66 $42,607.00
Est. savings over 30 yrs +$3,608.87 +$3,221.20
As of 9/30/16
1 YR RETURN 4.52%
3 YR 6.07%
5 YR 15.98%
10 YR 10.22%
1 YR RETURN 21.71%
3 YR 12.68%
5 YR 22.48%
10 YR 12.64%
1 YR RETURN 9.82%
3 YR 6.50%
5 YR --
10 YR --
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 provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.
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.


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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