Investment Test Drive

DTCYX Dreyfus Third Century Y

2 lower fee alternatives found

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Fund DTCYX Dreyfus Third Century Y SEEKX Steward Large Cap Enhanced Index Indv PRBLX Parnassus Core Equity Investor  
Similarity
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100% 96% 93%
Annual Fees
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$93.04
(0.88% Exp. Ratio)
$86.70
(0.82% Exp. Ratio)
$91.98
(0.87% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$40,770.13 $41,517.05 $40,893.71
Est. savings over 30 yrs +$746.91 +$123.58
Return
As of 11/30/16
1 YR RETURN 4.93%
3 YR 6.64%
5 YR 11.90%
10 YR 6.84%
1 YR RETURN 6.29%
3 YR 7.18%
5 YR 13.72%
10 YR 6.94%
1 YR RETURN 5.84%
3 YR 8.16%
5 YR 14.06%
10 YR 9.20%
Description
The investment seeks to provide capital growth, with current income as a secondary goal. The fund invests at least 80% of its net assets in the common stocks of companies that, in the opinion of the fund's management, meet traditional investment standards and conduct their business in a manner that contributes to the enhancement of the quality of life in America. Its investment strategy combines a disciplined investment process that consists of computer modeling techniques, fundamental analysis and risk management with a social investment process.
The investment seeks long-term capital appreciation. The fund pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund's portfolio of growth versus value style securities in the index (style tilt) and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to compensate for the exclusion of certain index securities due to the fund's socially responsible investment policies. It invests at least 80% of its assets in the securities of companies included in the fund's benchmark.
The investment seeks to achieve both capital appreciation and current income. The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. At least 75% of the fund's total assets will normally be invested in equity securities that pay interest or dividends.

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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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