Investment Test Drive

MBAAX Morgan Stanley Inst Global Strat A

1 lower fee alternative found

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Fund MBAAX Morgan Stanley Inst Global Strat A IGPWX Voya Global Target Payment W  
Similarity
?
100% 85%
Annual Fees
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$110.50
(1.06% Exp. Ratio)
$109.46
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$25,288.71 $25,365.50
Est. savings over 30 yrs +$76.79
Return
As of 11/30/16
1 YR RETURN 2.11%
3 YR 0.14%
5 YR 6.09%
10 YR 4.34%
1 YR RETURN 2.22%
3 YR 2.72%
5 YR 6.24%
10 YR --
Description
The investment seeks above-average total return over a market cycle of three to five years. The fund seeks to achieve its investment objective by investing primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers. Equity securities may include common and preferred stocks, depositary receipts, convertible securities, equity-linked securities, real estate investment trusts ("REITs"), rights and warrants to purchase equity securities and limited partnership interests. It may invest a portion of its assets in below investment grade fixed income securities. The fund may also invest in restricted and illiquid securities.
The investment seeks to meet the managed payment policy of the fund, while seeking to preserve the investors' capital over the long term; the secondary investment objective is to seek the potential for long-term capital appreciation. The fund seeks to achieve its investment objectives through a combination of strategic allocation to a diversified portfolio of Voya mutual funds invested in global equity; fixed-income, which may include floating rate loans and emerging markets debt; and real estate securities and real estate investment trusts; combined with a managed payment policy.

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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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