Investment Test Drive

FARNX Fidelity® Event Driven Opportunities

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund FARNX Fidelity® Event Driven Opportunities QLSCX Federated MDT Small Cap Core R6  
100% 87%
Annual Fees
(1.14% Exp. Ratio)
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$37,497.45 $40,571.62
Est. savings over 30 yrs +$3,074.17
As of 12/31/16
1 YR RETURN 19.96%
3 YR 9.64%
5 YR --
10 YR --
1 YR RETURN 35.23%
3 YR 10.53%
5 YR 18.89%
10 YR 6.39%
The investment seeks capital appreciation. The fund primarily invests in common stocks. It invests in securities of companies that Fidelity Management & Research Company (FMR) believes are involved in a special situation event, which may include corporate reorganizations, changes in beneficial ownership, deletion from a market index, material changes in management structure or corporate strategy, or changes to capital structure. The fund invests in securities of companies whose value FMR believes is not fully recognized by the public. It invests in lower-quality debt securities. The fund is non-diversified.
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!