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FVOCX Federated Managed Volatility C

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Fund FVOCX Federated Managed Volatility C DBALX Davenport Balanced Income ICSNX Innealta Capital Sector Rotation N  
100% 85% 85%
Annual Fees
(1.80% Exp. Ratio)
(1.25% Exp. Ratio)
(1.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$14,600.82 $17,264.17 $14,825.50
Est. savings over 30 yrs +$2,663.35 +$224.68
As of 12/31/16
1 YR RETURN 5.82%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.16%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.66%
3 YR 5.49%
5 YR 4.04%
10 YR --
The investment seeks to provide total return while managing the fund's annualized volatility by investing primarily in equity and fixed-income securities. The fund pursues its investment objective by investing in both equity and fixed-income securities that have total return potential, and overlaying a managed volatility strategy. Regarding the composition of the fund's portfolio, under normal conditions, it is anticipated that approximately 40% of the fund's assets will be invested directly into equity securities and 60% of the fund's assets will be invested in fixed-income securities and other investments.
The investment seeks current income and an opportunity for long term growth. The fund invests in a diversified portfolio of equity and fixed income securities, including exchange-traded funds ("ETFs") that invest in equity and fixed income securities. Under normal market conditions, the fund will target an allocation of no more than 75% and no less than 25% of its total assets in equity securities and no less than 25% of its total assets in fixed income securities.
The investment seeks capital appreciation and current income. Under normal market conditions, the fund operates as a fund of funds, investing primarily in equity representative ETFs. It may also invest in fixed income representative ETFs and alternative asset class ETFs. The fund's strategy is based on a proprietary tactical asset allocation model that normally invests in U.S. sectors (as defined by Global Industry Classification Structure (GICS) equity markets based on the specific risk/reward characteristics of individual sector or sub-sector equity markets by investing in representative exchange-traded funds ("ETFs").

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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.

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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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