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SCSGX SCS Tactical Allocation

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Fund SCSGX SCS Tactical Allocation GPTUX GuidePath® Tactical Allocation Svc BLNAX Meeder Balanced Adviser  
Similarity
?
100% 85% 87%
Annual Fees
?
$439.32
(4.26% Exp. Ratio)
$152.63
(1.48% Exp. Ratio)
$157.78
(1.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$6,820.80 $16,097.73 $15,854.43
Est. savings over 30 yrs +$9,276.93 +$9,033.63
Return
As of 12/31/16
1 YR RETURN -12.35%
3 YR -10.10%
5 YR --
10 YR --
1 YR RETURN 3.09%
3 YR -0.82%
5 YR 4.44%
10 YR --
1 YR RETURN 4.85%
3 YR 2.85%
5 YR 7.55%
10 YR 3.25%
Description
The investment seeks to achieve capital appreciation. The fund normally invests in a mix of equity securities and fixed income securities, which the advisor determines are undervalued, offer the potential for capital appreciation, or may offer appreciation with lower volatility than the overall market. It may invest in equity securities (including common stock, preferred stock, shares of other investment companies and equity- and commodity-based exchange-traded funds ("ETFs")), fixed income securities (including corporate bonds, government issued bonds, and fixed income-based ETFs), or may hold a portion of the portfolio in cash and cash equivalents.
The investment seeks to maximize total return, consisting of a combination of long-term capital appreciation and current income, while moderating risk and volatility in the portfolio. The fund operates as a fund of funds, investing primarily in registered mutual funds, including exchange-traded funds ("ETFs"). The funds in which the fund may invest are referred to herein as the "underlying funds." The Advisor believes that investing in underlying funds provides the fund with an efficient means of creating a portfolio that provides investors with indirect exposure to a broad range of securities.
The investment seeks to provide income and long-term capital appreciation. The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds and unit investment trusts. The fund will have a minimum of 30% and a maximum of 70%, of its assets invested in equity securities or underlying funds investing in equity securities.

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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.

Similarity

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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