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MGJFX MassMutual Select BlackRock Glbl Allc R4

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Fund MGJFX MassMutual Select BlackRock Glbl Allc R4 IAFWX Voya Capital Allocation W IGPWX Voya Global Target Payment W  
Similarity
?
100% 86% 86%
Annual Fees
?
$129.24
(1.24% Exp. Ratio)
$93.80
(0.90% Exp. Ratio)
$109.43
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$23,789.05 $26,372.68 $25,201.05
Est. savings over 30 yrs +$2,583.63 +$1,412.00
Return
As of 10/31/16
1 YR RETURN 0.84%
3 YR 1.81%
5 YR 4.54%
10 YR --
1 YR RETURN 2.65%
3 YR 2.39%
5 YR 6.19%
10 YR 3.91%
1 YR RETURN 2.23%
3 YR 3.08%
5 YR 6.01%
10 YR --
Description
The investment seeks long-term total return. The fund seeks to achieve its objective by investing in both equity and debt securities, including money market securities and other short-term debt obligations, of issuers located around the world, including emerging markets, without limitation on the percentage of assets the fund can invest in a particular type of security. Equity securities may include common stocks, preferred stocks, securities convertible into common or preferred stock, securities or other investments whose price is linked to the value of common stock, rights, and warrants, of issuers of any size, or type, including growth and value companies.
The investment seeks total return consisting of capital growth, both realized and unrealized and current income. The fund invests the assets in a combination of underlying funds that, in turn, invest directly in securities (such as stocks and bonds). Under normal market conditions, approximately 65% of the fund's net assets will be allocated to underlying funds that invest in equity securities, and approximately 35% of the fund's net assets will be allocated to underlying funds that invest in debt instruments, including U.S. government securities and money market instruments ("Target Allocations").
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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