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MSSOX Morgan Stanley Inst Global Strat C

8 lower fee alternatives found

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Fund MSSOX Morgan Stanley Inst Global Strat C GAL SPDR® SSgA Global Allocation ETF JSPMX Janus Global Allocation Moderate T  
100% 86% 88%
Annual Fees
(1.84% Exp. Ratio)
(0.35% Exp. Ratio)
(1.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$19,578.51 $30,765.38 $24,526.29
Est. savings over 30 yrs +$11,186.87 +$4,947.78
As of 9/30/16
1 YR RETURN 7.13%
3 YR 1.55%
5 YR 7.25%
10 YR 4.31%
1 YR RETURN 7.35%
3 YR 4.09%
5 YR --
10 YR --
1 YR RETURN 7.73%
3 YR 3.69%
5 YR 7.69%
10 YR 5.78%
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 provide capital appreciation. The fund invests substantially all of its assets in the SSGA Global Allocation Portfolio (the "Portfolio"), a separate series of the SSGA Master Trust with an identical investment objective as the fund. As a result, the fund invests indirectly through the Portfolio. The Portfolio typically allocates approximately 60% of its assets to equity securities, though this percentage can vary based on the Adviser's tactical decisions.
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.


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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