Investment Test Drive

MOFQX Marketocracy Masters 100

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund MOFQX Marketocracy Masters 100 WRESX Weitz Research BRWIX AMG Managers Brandywine S  
Similarity
?
100% 86% 85%
Annual Fees
?
$215.48
(2.04% Exp. Ratio)
$97.18
(0.92% Exp. Ratio)
$116.19
(1.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$27,831.65 $39,143.14 $37,065.04
Est. savings over 30 yrs +$11,311.48 +$9,233.38
Return
As of 12/31/16
1 YR RETURN -6.99%
3 YR -6.85%
5 YR 0.31%
10 YR -2.72%
1 YR RETURN 9.69%
3 YR 2.13%
5 YR 9.39%
10 YR --
1 YR RETURN 7.19%
3 YR 5.66%
5 YR 11.08%
10 YR 2.36%
Description
The investment seeks capital appreciation. The fund primarily invests in stocks of U.S. and foreign companies of any size, seeking to outperform the Standard & Poor's 500 Composite Stock Price Index ("S&P 500 Index"). The types of securities in which the fund will generally invest include common stocks, preferred stocks, American Depositary Receipts ("ADRs"), investment companies and exchange traded funds ("ETFs").
The investment seeks capital appreciation. The fund's investment strategy is based on the manager's belief that stock prices fluctuate around the true value of a company. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies. The fund is non-diversified.
The investment seeks capital appreciation. The fund invests principally in common stocks of U.S. companies and, to a lesser extent, in equity securities of foreign issuers, usually those that are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). It will invest in companies in a broad range of industries and generally focuses on companies whose earnings under normal economic conditions are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios, as determined by the fund's Subadvisor.

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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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