ARFVX

Active

One Choice 2050 Portfolio

Category: US Equity (9,528 funds)

Expense Ratio
0.88%
Annual Cost per $10K
$88.00
30-Year Fee Drag per $10K
$16,705
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+14.13%

Asset Allocation

US Equity
98%
Intl Equity
2%

Fee Comparison

ARFVX
0.88%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

17% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+49.83%3Y
Compare to

Fee Impact Calculator

$
%
ARFVX at 0.88%$297,089
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$83,523
Cost vs index fund−$80,335

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
ARFVXOne Choice 2050 Portfolio0.88%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
PRUFXT. Rowe Price Growth Stock Fund, Inc.0.52%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
TRRCXT. Rowe Price Retirement 2030 Fund0.56%
AULDXUltra Fund0.54%
HRCAXHarbor Capital Appreciation Fund0.92%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
PRBLXParnassus Core Equity Fund0.82%
TRRHXT. Rowe Price Retirement 2025 Fund0.54%
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
FLMVXJPMorgan Mid Cap Value Fund1.09%
JGACXJPMorgan Growth Advantage Fund0.99%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
AGRDXGrowth Fund0.54%
EGFSXEdgewood Growth Fund1.25%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
LGRNXLoomis Sayles Growth Fund0.57%
CREFXCohen & Steers Real Estate Securities Fund0.75%
DVYiShares Select Dividend ETF0.38%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
AMLPAlerian MLP ETF0.85%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
PLCGXLargeCap Growth Fund I0.94%
MOATVanEck Morningstar Wide Moat ETF0.47%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
IGRFXMacquarie Mid Cap Growth Fund0.68%
CSJFXCohen & Steers Realty Shares0.80%
VVIPXVoya VACS Index Series S Portfolio
PRCOXT. Rowe Price U.S. Equity Research Fund0.45%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
HGITXHARTFORD CORE EQUITY FUND0.45%
DCZRXMacquarie Small Cap Core Fund0.68%
PGORXPutnam Large Cap Growth Fund0.93%
JAIZXManaged Volatility Growth Portfolio0.77%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%
OEICXJPMorgan Equity Index Fund0.45%
FSCSXSelect Software and IT Services Portfolio0.62%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
CGWRXColumbia Cornerstone Growth Fund0.97%
JAGKX500 Index Trust0.50%
SUWAXDWS Core Equity Fund0.83%
ILGRXMacquarie Large Cap Growth Fund0.89%
GTENXGateway Fund0.65%
COAVXColumbia Overseas Value Fund0.82%
ASDEXSelect Fund0.55%
ESBLXEaton Vance Floating-Rate Fund0.75%
JAIYXManaged Volatility Balanced Portfolio0.75%
HNVRXHarbor Small Cap Value Fund0.80%
VCSTXScience & Technology Fund0.91%
SHAPXClearBridge Appreciation Fund0.91%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
DVZRXMacquarie Small Cap Value Fund0.70%
PLFMXLargeCap S&P 500 Index Fund1.29%
TRPGXNuveen Core Equity Fund0.56%
FKUTXFranklin Utilities Fund0.71%
SSFRXState Street Equity 500 Index Fund0.62%
PAVEGlobal X U.S. Infrastructure Development ETF0.47%
TRCPXNuveen Large Cap Value Fund0.56%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
JAIJXLifestyle Growth Portfolio0.61%
TICRXNuveen Large Cap Responsible Equity Fund0.49%
MIEAXMM S&P 500 Index Fund0.89%
TILRXNuveen Large Cap Growth Fund0.66%
AOOIXOne Choice 2045 Portfolio0.87%
UANQXVictory Nasdaq-100 Index Fund0.43%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
MXVIXEmpower S&P 500 Index Fund0.49%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
ETTGXEaton Vance Tax-Managed Growth Fund 1.10.72%
JGAVXJPMorgan U.S. Value Fund0.94%
AOMIXOne Choice Portfolio: Moderate0.87%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
ARLCXOne Choice 2035 Portfolio0.83%
TRLNXT. Rowe Price Retirement 2060 Fund0.46%
TRRGXT. Rowe Price Retirement 2015 Fund0.50%
DDZRXMacquarie Value Fund0.61%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
ARDMXOne Choice 2040 Portfolio0.85%
FFEFXNuveen Dividend Value Fund0.61%
INDCXVictory Pioneer Disciplined Growth Fund0.98%
CIPIXChamplain MidCap Fund$1M min0.84%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
GQEPXGQG PARTNERS US SELECT QUALITY EQUITY FUND0.70%
AFEDXLarge Cap Equity Fund0.44%
TSVPXT. Rowe Price Spectrum Diversified Equity Fund0.58%
GIDWXGoldman Sachs U.S. Equity Dividend and Premium Fund0.68%
ARFDXOne Choice 2050 Portfolio0.88%
USAAXVictory Growth Fund0.89%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
HIAGXHARTFORD DISCIPLINED EQUITY HLS FUND0.59%

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