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EVSHX Wells Fargo Disciplined US Core R

6 lower fee alternatives found

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Fund EVSHX Wells Fargo Disciplined US Core R SIZE iShares Edge MSCI USA Size Factor JKD iShares Morningstar Large-Cap  
Similarity
?
100% 90% 91%
Annual Fees
?
$118.42
(1.12% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$21.15
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$37,981.35 $50,904.80 $50,145.61
Est. savings over 30 yrs +$12,923.45 +$12,164.26
Return
As of 12/31/16
1 YR RETURN 11.36%
3 YR 9.23%
5 YR 14.64%
10 YR 6.70%
1 YR RETURN 13.32%
3 YR 9.61%
5 YR --
10 YR --
1 YR RETURN 13.58%
3 YR 9.48%
5 YR 15.61%
10 YR 8.02%
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of U.S. large-capitalization companies. It invests principally in equity securities of large-capitalization companies, which the managers define as companies with market capitalizations within the range of the S&P 500 Index at the time of purchase. The market capitalization range of the S&P 500 Index was approximately $2.9 billion to $605.8 billion, as of October 31, 2016 and is expected to change frequently.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.
The investment seeks to track the investment results of the Morningstar® Large Core IndexSM composed of large-capitalization U.S. equities. 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. The underlying index measures the performance of stocks issued by large-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

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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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