Investment Test Drive

FDYAX Salient US Dividend Signal A

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund FDYAX Salient US Dividend Signal A FDYRX Salient US Dividend Signal Investor  
Similarity
?
100% 100%
Annual Fees
?
$155.94
(1.49% Exp. Ratio)
$140.24
(1.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.66% annual return
$24,983.01 $26,149.81
Est. savings over 30 yrs +$1,166.80
Return
As of 10/31/16
1 YR RETURN 1.60%
3 YR 6.69%
5 YR --
10 YR --
1 YR RETURN 1.76%
3 YR 6.77%
5 YR --
10 YR --
Description
The investment seeks total return, with dividend and interest income being an important component of that return, while exhibiting less downside volatility than the Russell 3000 Index. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies domiciled in the United States. Forward Management, LLC d/b/a Salient selects investments based on their fundamental quality, dividend yield, dividend growth potential, valuation and anticipated price appreciation.
The investment seeks total return, with dividend and interest income being an important component of that return, while exhibiting less downside volatility than the Russell 3000 Index. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies domiciled in the United States. Forward Management, LLC d/b/a Salient selects investments based on their fundamental quality, dividend yield, dividend growth potential, valuation and anticipated price appreciation.

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!