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QMGRX Oppenheimer Global Multi-Asset Growth R

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Fund QMGRX Oppenheimer Global Multi-Asset Growth R JSPGX Janus Global Allocation Growth T JSPMX Janus Global Allocation Moderate T  
Similarity
?
100% 91% 85%
Annual Fees
?
$152.20
(1.46% Exp. Ratio)
$117.80
(1.13% Exp. Ratio)
$115.71
(1.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$22,394.75 $24,757.43 $24,908.11
Est. savings over 30 yrs +$2,362.68 +$2,513.36
Return
As of 11/30/16
1 YR RETURN 0.67%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.44%
3 YR 1.73%
5 YR 7.13%
10 YR 4.55%
1 YR RETURN 1.34%
3 YR 1.58%
5 YR 6.05%
10 YR 4.96%
Description
The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing in a broad range of equity securities, debt securities and other types of investments. The portfolio managers primarily look for capital appreciation opportunities through equity securities. The fund also seeks to opportunistically invest in fixed income, commodities and alternative investment strategies when the portfolio managers believe the potential exists for enhancing capital appreciation. The fund normally invests in securities of issuers that are economically tied to at least three countries (one of which may be the United States).
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.
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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