Investment Test Drive

MSSOX Morgan Stanley Inst Global Strat C

7 lower fee alternatives found

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Fund MSSOX Morgan Stanley Inst Global Strat C IAFWX Voya Capital Allocation W JSPGX Janus Global Allocation Growth T  
Similarity
?
100% 86% 86%
Annual Fees
?
$191.77
(1.84% Exp. Ratio)
$93.80
(0.90% Exp. Ratio)
$117.77
(1.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$19,814.41 $26,372.68 $24,596.91
Est. savings over 30 yrs +$6,558.27 +$4,782.51
Return
As of 10/31/16
1 YR RETURN 0.31%
3 YR -0.22%
5 YR 5.35%
10 YR 3.82%
1 YR RETURN 2.65%
3 YR 2.39%
5 YR 6.19%
10 YR 3.91%
1 YR RETURN 1.07%
3 YR 2.23%
5 YR 6.69%
10 YR 4.88%
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 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 total return through a primary emphasis on growth of capital with a secondary emphasis on income. The fund invests in other Janus mutual funds ("underlying 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 invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund's investments that normally provides exposure of approximately 75% to equity investments, 15% 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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