Investment Test Drive

SRECX Prudential Select Real Estate C

1 lower fee alternative found

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Fund SRECX Prudential Select Real Estate C TGRYX TCW Global Real Estate N  
Similarity
?
100% 85%
Annual Fees
?
$216.53
(2.05% Exp. Ratio)
$154.21
(1.46% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$27,729.21 $33,203.28
Est. savings over 30 yrs +$5,474.07
Return
As of 10/31/16
1 YR RETURN -0.63%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.41%
3 YR --
5 YR --
10 YR --
Description
The investment seeks capital appreciation and income. The fund seeks to achieve its investment objective by investing primarily in real estate securities. It normally will invest at least 80% of its investable assets in equity and equity-related securities of real estate companies, principally real estate investment trusts (REITs), and other real estate securities. The fund will invest in approximately 30-50 securities in which the portfolio managers have a high level of conviction for seeking capital appreciation and/or income. It is non-diversified.
The investment seeks to maximize total return from current income and long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of real estate investment trusts ("REITs") and real estate companies. Normally, it will invest in securities of issuers located in at least three different countries (one of which may be the United States) and will invest at least 30% of its net assets, plus any borrowings for investment purposes, in securities of issuers domiciled outside the United States or whose primary business operations are outside the United States.

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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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