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BSLNX Smith Group Large Cap Core Growth Inv

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Fund BSLNX Smith Group Large Cap Core Growth Inv ITOT iShares Core S&P Total US Stock Mkt SCHB Schwab US Broad Market ETF™  
Similarity
?
100% 92% 91%
Annual Fees
?
$109.96
(1.04% Exp. Ratio)
$3.17
(0.03% Exp. Ratio)
$3.17
(0.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,844.62 $52,678.22 $52,678.22
Est. savings over 30 yrs +$13,833.59 +$13,833.59
Return
As of 11/30/16
1 YR RETURN 6.11%
3 YR 8.22%
5 YR 13.28%
10 YR --
1 YR RETURN 8.35%
3 YR 8.91%
5 YR 14.36%
10 YR 6.94%
1 YR RETURN 8.18%
3 YR 8.64%
5 YR 14.32%
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued by large capitalization companies that the Adviser believes will have the highest probability of an earnings growth rate that exceeds investor expectations. The Adviser defines large capitalization companies as companies within the range of the capitalization of companies constituting the Russell 1000® Growth Index.
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 as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Broad Stock Market Index. The fund will invest at least 90% of its net assets in stocks that are included in the index. The index includes the largest 2,500 publicly traded U.S. companies for which pricing information is readily available. The index is a float-adjusted market capitalization weighted index that reflects the shares of securities actually available to investors in the marketplace.

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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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