Investment Test Drive

MTXVX MainStay Income Builder R3

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund MTXVX MainStay Income Builder R3 RPGAX T. Rowe Price Global Allocation PAFGX T. Rowe Price Global Allocation Advisor  
Similarity
?
100% 88% 88%
Annual Fees
?
$142.79
(1.37% Exp. Ratio)
$125.07
(1.20% Exp. Ratio)
$135.49
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$22,867.34 $24,079.80 $23,359.27
Est. savings over 30 yrs +$1,212.47 +$491.93
Return
As of 10/31/16
1 YR RETURN 3.50%
3 YR 3.51%
5 YR 7.88%
10 YR 4.77%
1 YR RETURN 4.14%
3 YR 3.81%
5 YR --
10 YR --
1 YR RETURN 3.96%
3 YR 3.69%
5 YR --
10 YR --
Description
The investment seeks current income consistent with reasonable opportunity for future growth of capital and income. The fund normally invests a minimum of 30% of its net assets in equity securities and a minimum of 30% of its net assets in debt securities. From time to time, it may temporarily invest slightly less than 30% of its net assets in equity or debt securities as a result of market conditions, individual securities transactions or cash flow considerations. The fund may invest in investment grade and below investment grade debt securities of varying maturities.
The investment seeks long-term capital appreciation and income. The fund normally invests in a broadly diversified global portfolio of investments, including U.S. and international stocks, bonds and short-term securities, and alternative investments. Under normal conditions, the fund's portfolio will consist of approximately 60% stocks; 30% bonds, money market securities, and other debt instruments; and 10% alternative investments.
The investment seeks long-term capital appreciation and income. The fund normally invests in a broadly diversified global portfolio of investments, including U.S. and international stocks, bonds and short-term securities, and alternative investments. Under normal conditions, the fund's portfolio will consist of approximately 60% stocks; 30% bonds, money market securities, and other debt instruments; and 10% alternative investments.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!