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MSGMX Morgan Stanley Inst Glbl MltiAsst Inc I

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Fund MSGMX Morgan Stanley Inst Glbl MltiAsst Inc I HBBTX Hartford Schroders Income Builder R5  
100% 86%
Annual Fees
(0.96% Exp. Ratio)
(0.87% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$26,123.92 $26,845.56
Est. savings over 30 yrs +$721.65
As of 12/31/16
1 YR RETURN 4.04%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.29%
3 YR --
5 YR --
10 YR --
The investment seeks to maximize current income and seeks capital appreciation over time. The fund invests primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers and by utilizing an option writing strategy to enhance current income. The Adviser will seek to generate income through (1) a global multi-asset core portfolio, (2) high yielding investments and (3) an option writing strategy. Under normal market conditions, the Adviser expects to write call options and put options in an amount up to 40% and 20%, respectively, of the value of the fund's assets.
The investment seeks to provide income and capital growth over the medium to longer term. The fund primarily invests in a diversified portfolio of U.S. and non-U.S. equity and fixed income securities that the fund's advisers believe offer attractive yields backed by strong fundamentals. It invests primarily in securities of issuers located in a number of countries around the world, including emerging markets and the United States. The fund may invest in securities of issuers in their initial public offerings ("IPOs"). It also may invest in warrants or options to purchase debt securities, equity securities, or commodities.

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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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