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MXISX Great-West S&P SmallCap 600® Index Init

4 lower fee alternatives found

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Fund MXISX Great-West S&P SmallCap 600® Index Init IJR iShares Core S&P Small-Cap VIOO Vanguard S&P Small-Cap 600 ETF  
100% 98% 98%
Annual Fees
(0.60% Exp. Ratio)
(0.07% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$44,226.00 $51,875.55 $50,644.02
Est. savings over 30 yrs +$7,649.55 +$6,418.02
As of 9/30/16
1 YR RETURN 17.51%
3 YR 8.44%
5 YR 17.23%
10 YR 8.15%
1 YR RETURN 18.14%
3 YR 9.01%
5 YR 17.82%
10 YR 8.64%
1 YR RETURN 18.02%
3 YR 8.90%
5 YR 17.70%
10 YR --
The investment seeks investment results that track the total return of the common stocks that comprise the Standard & Poor's ("S&P") SmallCap 600® Index (the "benchmark index"). The fund normally invests at least 80% of its net assets in common stocks of its benchmark index. It normally seeks investment results that track the total return of the common stocks that comprise the benchmark index by owning the securities contained in the benchmark index in as close as possible a proportion of the fund as each stock's weight in the benchmark index.
The investment seeks to track the investment results of the S&P SmallCap 600® (the "underlying index"), which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P SmallCap 600® 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.

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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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