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BRTTX BMO Target Retirement 2055 R3

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Fund BRTTX BMO Target Retirement 2055 R3 VFFVX Vanguard Target Retirement 2055 Inv LIVAX BlackRock LifePath® Index 2055 Inv A  
100% 98% 97%
Annual Fees
(1.25% Exp. Ratio)
(0.16% Exp. Ratio)
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.07% annual return
$30,224.80 $42,013.37 $38,618.64
Est. savings over 30 yrs +$11,788.57 +$8,393.84
As of 9/30/16
1 YR RETURN 9.61%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.13%
3 YR 6.80%
5 YR 12.13%
10 YR --
1 YR RETURN 12.77%
3 YR 6.90%
5 YR 12.34%
10 YR --
The investment seeks to achieve growth, income, and conservation of capital to varying degrees depending on its proximity to its target date. The managers will attempt to achieve its investment objectives by investing in a mix of affiliated and unaffiliated funds (the underlying funds) in different combinations and weightings without limit. The fund is designed for an investor who expects to retire in or around the year 2055 (the target date) at age 67 and who plans to withdraw the value of the investor's account in the fund gradually after retirement. The target date is the year that an investor likely would stop making new investments in the fund.
The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2055 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio, a series of Master Investment Portfolio ("MIP") with a substantially identical investment objective, which allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy.

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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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