Investment Test Drive

CDGCX Crawford Dividend Growth C

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Fund CDGCX Crawford Dividend Growth C STFGX State Farm Growth TILT FlexShares Mstar US Mkt Factors Tilt ETF  
Similarity
?
100% 91% 90%
Annual Fees
?
$203.01
(1.92% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$29,766.68 $51,365.63 $49,397.36
Est. savings over 30 yrs +$21,598.96 +$19,630.69
Return
As of 12/31/16
1 YR RETURN 14.61%
3 YR 4.18%
5 YR 9.43%
10 YR 3.72%
1 YR RETURN 15.39%
3 YR 7.52%
5 YR 11.61%
10 YR 6.31%
1 YR RETURN 16.98%
3 YR 7.98%
5 YR 14.75%
10 YR --
Description
The investment seeks total return. The fund invests primarily in common stocks of large capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. Under normal circumstances, it invests at least 80% of its assets in securities of companies that pay regular dividends. The fund may invest in equity securities of foreign issuers, directly or indirectly through American Depositary Receipts ("ADRs") or other types of depositary receipts.
The investment seeks long-term growth of capital, which may be supplemented by income. The fund normally invests at least 80% of its assets in common stocks and other income-producing equity securities. Although there is no restriction on the size of the companies in which the fund invests, ordinarily most of the fund's investments are in companies with market capitalizations of at least $1.5 billion at the time of investment.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® US Market Factor Tilt IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index reflects the performance of a selection of U.S. equity securities that is designed to provide broad exposure to the overall U.S. equities market, with increased exposure (or a "tilt") to small-capitalization stocks and value stocks. It may also invest up to 20% of its assets in cash and cash equivalents.

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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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