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MBEGX BlackRock Long-Horizon Equity Inv B

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Fund MBEGX BlackRock Long-Horizon Equity Inv B RMEAX Aspiriant Risk-Managed Global Eq Advisor IILGX Thrivent Large Cap Stock S  
100% 86% 85%
Annual Fees
(2.20% Exp. Ratio)
(0.59% Exp. Ratio)
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$25,558.15 $41,712.48 $41,336.49
Est. savings over 30 yrs +$16,154.33 +$15,778.34
As of 12/31/16
1 YR RETURN -5.84%
3 YR -2.03%
5 YR 5.31%
10 YR 2.50%
1 YR RETURN 4.51%
3 YR 1.95%
5 YR --
10 YR --
1 YR RETURN 5.26%
3 YR 4.50%
5 YR 11.24%
10 YR 4.41%
The investment seeks to provide high total investment return. The fund seeks to achieve its investment objective through a fully managed investment policy utilizing global equity securities. It will, under normal circumstances, invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund may invest in the securities of companies of any market capitalization. It has no geographic limits on where it may invest. The fund may invest in both developed and emerging markets.
The investment seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions. The fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. It also will invest in securities that provide exposure to equity securities (i.e., rights, warrants, futures contracts, swaps, equity options, and investment company shares). The fund will hold a broad and diverse group of equity securities of companies in countries with developed and emerging markets.
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of large companies. The Adviser focuses mainly on the securities of large domestic and international companies which have market capitalizations similar to those in widely known indices such as the S&P 500 Index, the Russell 1000® Index, or the large company market capitalization classifications published by Lipper, Inc.

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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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