Investment Test Drive

MSSFX Litman Gregory Masters Smlr Coms Instl

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund MSSFX Litman Gregory Masters Smlr Coms Instl FSSPX Fidelity® Small Cap Index Investor VEVFX Vanguard Explorer Value Inv  
100% 86% 85%
Annual Fees
(1.59% Exp. Ratio)
(0.19% Exp. Ratio)
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$32,739.96 $50,017.61 $43,808.66
Est. savings over 30 yrs +$17,277.64 +$11,068.69
As of 12/31/16
1 YR RETURN 18.82%
3 YR -0.37%
5 YR 9.91%
10 YR 5.23%
1 YR RETURN 21.37%
3 YR 6.82%
5 YR 14.45%
10 YR --
1 YR RETURN 20.67%
3 YR 7.13%
5 YR 15.05%
10 YR --
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. Under normal market conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-sized U.S. companies. The advisor defines a "smaller company" as one whose market capitalization falls below the market capitalization of the largest company in the Russell 2500® Index.
The investment seeks to provide investment results that correspond to the total return of stocks of small-capitalization United States companies. The fund invests normally at least 80% of assets in securities included in the Russell 2000® Index. It lends securities to earn income.
The investment seeks to provide long-term capital appreciation. The fund invests mainly in the stocks of small and mid-size U.S. companies, choosing stocks considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and are trading at prices that an advisor feels are below average in relation to measures such as cash flow and book value. These stocks may have above-average dividend yields. The fund uses multiple investment advisors.

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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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