GMZGX

Active

GuidePath Multi-Asset Income Allocation Fund

Category: Balanced (1,430 funds)

Expense Ratio
1.10%
Annual Cost per $10K
$110.00
30-Year Fee Drag per $10K
$20,291
at 7% annual return
Fund Type
Mutual Fund
Active

Asset Allocation

US Equity
41%
Intl Equity
11%
US Bond
24%
Intl Bond
4%
Cash
19%

Fee Comparison

GMZGX
1.10%
Balanced average
0.85%
Balanced cheapest
0.00%
Index benchmark
0.03%

29% more expensive than category average

Fee Impact Calculator

$
%
GMZGX at 1.10%$279,157
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$101,456
Cost vs index fund−$98,267

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CBARXCalvert Balanced Fund0.61%
MTODXNYLI Income Builder Fund0.68%
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OCIOClearShares OCIO ETF0.65%
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CRAAXColumbia Adaptive Risk Allocation Fund0.82%
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DGIBXDGI BALANCED FUND1.45%
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SWDRXSchwab Target 2030 Fund0.40%
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