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BRGNX BlackRock Large Cap Index Institutional

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Fund BRGNX BlackRock Large Cap Index Institutional ITOT iShares Core S&P Total US Stock Mkt IVV iShares Core S&P 500  
Similarity
?
100% 95% 95%
Annual Fees
?
$13.74
(0.13% Exp. Ratio)
$3.17
(0.03% Exp. Ratio)
$4.23
(0.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$51,121.56 $52,679.71 $52,521.85
Est. savings over 30 yrs +$1,558.15 +$1,400.29
Return
As of 11/30/16
1 YR RETURN 7.89%
3 YR 8.73%
5 YR 14.34%
10 YR --
1 YR RETURN 8.35%
3 YR 8.91%
5 YR 14.36%
10 YR 6.94%
1 YR RETURN 8.00%
3 YR 9.01%
5 YR 14.38%
10 YR 6.83%
Description
The investment seeks to match the performance of the Russell 1000® Index, as closely as possible before the deduction of fund expenses. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio, which has the same investment objective and strategies as the fund. It will be substantially invested in equity securities in the Russell 1000, and will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in the Russell 1000.
The investment seeks to track the investment results of the S&P Total Market Index™ (TMI), which is comprised of the common equities included in the S&P 500® and the S&P Completion Index™. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index.
The investment seeks to track the investment results of the S&P 500® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

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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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