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GLMUX MFS Global Multi-Asset R4

1 lower fee alternative found

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Fund GLMUX MFS Global Multi-Asset R4 IWPVX Voya Global Perspectives W  
100% 85%
Annual Fees
(1.19% Exp. Ratio)
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$23,883.35 $25,454.00
Est. savings over 30 yrs +$1,570.64
As of 9/30/16
1 YR RETURN 8.48%
3 YR 1.96%
5 YR 3.37%
10 YR --
1 YR RETURN 8.89%
3 YR 4.16%
5 YR --
10 YR --
The investment seeks total return. The fund seeks to achieve its objective by generating returns from (1) a strategic allocation to a mix of asset classes, (2) individual security selection of U.S. and foreign issuers within those asset classes, and (3) a tactical asset allocation overlay to manage the fund's exposure to asset classes, markets, and currencies primarily using derivative instruments.
The investment seeks total return. Under normal market conditions, approximately 60% of the fund's net assets will be allocated to underlying funds that predominantly invest in equity securities, and approximately 40% of the fund's net assets will be allocated to underlying funds that predominantly invest in debt instruments, including U.S. government securities and money market instruments ("Target Allocation").

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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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