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LPRAX BlackRock LifePath® Dyn Retirement Inv A

3 lower fee alternatives found

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Fund LPRAX BlackRock LifePath® Dyn Retirement Inv A MLLKX MFS Lifetime Income R6 ARTOX American Century One Choice In Ret Inv  
100% 93% 91%
Annual Fees
(0.92% Exp. Ratio)
(0.46% Exp. Ratio)
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$18,865.10 $21,677.45 $19,621.97
Est. savings over 30 yrs +$2,812.35 +$756.87
As of 11/30/16
1 YR RETURN 3.61%
3 YR 2.66%
5 YR 4.42%
10 YR 3.82%
1 YR RETURN 3.74%
3 YR 2.83%
5 YR 4.62%
10 YR 5.16%
1 YR RETURN 3.72%
3 YR 3.39%
5 YR 6.24%
10 YR 4.81%
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund invests all of its assets in the Retirement Master Portfolio, a separate mutual fund with a substantially identical investment objective, which allocates and reallocates its assets among a combination of equity, bond and money market funds (the "underlying funds"), direct investments in equity securities of issuers that are primarily engaged in or related to the real estate industry ("real estate related equity securities") and derivatives in proportions based on its own comprehensive investment strategy.
The investment seeks total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other MFS mutual funds, referred to as underlying funds. Within the stock fund allocations, MFS seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style. Within the bond fund allocation, MFS includes underlying funds with varying degrees of interest rate and credit exposure.
The investment seeks current income; capital appreciation is a secondary objective. The fund is a "fund of funds," it invests in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. The fund's target allocation for the various asset classes and underlying funds is shown as follow: 45% of its assets in stock funds; 45% of its assets in bond funds; and 10% of its assets in money market funds. The target asset mix of One Choice In Retirement Portfolio is expected to remain fixed over time.

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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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