Investment Test Drive

ISCTX Voya SmallCap Opportunities Port S2

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund ISCTX Voya SmallCap Opportunities Port S2 JATTX Janus Triton T BIASX Brown Advisory Small-Cap Growth Inv  
100% 92% 91%
Annual Fees
(1.29% Exp. Ratio)
(0.92% Exp. Ratio)
(1.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$34,864.27 $39,005.51 $36,489.19
Est. savings over 30 yrs +$4,141.24 +$1,624.92
As of 9/30/16
1 YR RETURN 15.69%
3 YR 6.82%
5 YR 16.32%
10 YR 9.15%
1 YR RETURN 16.09%
3 YR 9.74%
5 YR 16.89%
10 YR 12.03%
1 YR RETURN 20.69%
3 YR 9.12%
5 YR 17.08%
10 YR 10.15%
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stock of smaller, lesser-known U.S. companies. The Sub-Adviser defines smaller companies as those with market capitalizations that fall within the range of companies in the Russell 2000® Growth Index at the time of purchase. It normally invests in companies that the sub-adviser believes have above average prospects for growth.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. In pursuing that objective, it invests in equity securities of small- and medium-sized companies. Generally, small- and medium-sized companies have a market capitalization of less than $10 billion. Market capitalization is a commonly used measure of the size and value of a company. The fund may also invest in foreign securities, which may include investments in emerging markets.
The investment seeks to achieve capital appreciation by primarily investing in equity securities. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small domestic companies. Small companies, according to the Adviser, are companies whose market capitalizations are generally less than $6 billion at the time of purchase. It invests primarily in companies the Adviser believes have above average growth prospects.

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!