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ADFSX Alpine Financial Services Institutional

3 lower fee alternatives found

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Fund ADFSX Alpine Financial Services Institutional KBWR PowerShares KBW Regional Banking ETF KBWP PowerShares KBW Prpty & Casualty Ins ETF  
Similarity
?
100% 91% 87%
Annual Fees
?
$154.42
(1.46% Exp. Ratio)
$37.02
(0.35% Exp. Ratio)
$37.02
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.77% annual return
$34,581.62 $48,393.58 $48,393.58
Est. savings over 30 yrs +$13,811.95 +$13,811.95
Return
As of 10/31/16
1 YR RETURN 5.97%
3 YR 4.72%
5 YR 14.32%
10 YR 5.95%
1 YR RETURN 6.05%
3 YR 8.09%
5 YR --
10 YR --
1 YR RETURN 6.63%
3 YR 12.25%
5 YR 17.84%
10 YR --
Description
The investment seeks long-term growth of capital and consistent above average total returns as compared to those typical of investments made in public equities. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. For purposes of selecting investments, the managers define financial services industry broadly.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Regional Banking Index. The fund generally invests at least 90% of its total assets in securities of publicly traded mid-capitalization companies that do business as regional banks and thrifts listed on U.S. stock markets and that comprise the underlying index. The index provider compiles, maintains and calculates the underlying index, which is a modified-market capitalization-weighted index comprised of securities of 50 mid-cap banking companies that are publicly listed in the United States. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Property & Casualty Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of property and casualty insurance companies that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.

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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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