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MSGYX Morgan Stanley Inst Glbl MltiAsst Inc C

3 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund MSGYX Morgan Stanley Inst Glbl MltiAsst Inc C GMOM Cambria Global Momentum ETF JSPMX Janus Global Allocation Moderate T  
Similarity
?
100% 85% 87%
Annual Fees
?
$214.75
(2.06% Exp. Ratio)
$83.40
(0.80% Exp. Ratio)
$115.71
(1.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$18,645.97 $27,361.01 $24,908.83
Est. savings over 30 yrs +$8,715.04 +$6,262.86
Return
As of 11/30/16
1 YR RETURN 1.24%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.81%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.34%
3 YR 1.58%
5 YR 6.05%
10 YR 4.96%
Description
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 preserve and grow capital from investments in the U.S. and foreign equity, fixed income, commodity and currency markets, independent of market direction. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other exchange-traded funds and other exchange traded products including, but not limited to, exchange-traded notes, exchange traded currency trusts, closed-end funds, and real estate investment trusts that offer diversified exposure, including inverse exposure, to global regions, countries, styles and sectors.
The investment seeks total return through growth of capital and income. The fund invests in other Janus mutual funds that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund's investments that normally provides exposure of approximately 55% to equity investments, 35% to fixed-income securities and money market instruments, and 10% to alternative investments.

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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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