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FGIUX Fidelity Advisor® Growth & Income C

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Fund FGIUX Fidelity Advisor® Growth & Income C EUSA iShares MSCI USA Equal Weighted JKD iShares Morningstar Large-Cap  
Similarity
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100% 88% 89%
Annual Fees
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$185.02
(1.75% 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
$31,298.92 $50,815.33 $50,057.47
Est. savings over 30 yrs +$19,516.40 +$18,758.54
Return
As of 11/30/16
1 YR RETURN 9.81%
3 YR 6.64%
5 YR 13.44%
10 YR 5.47%
1 YR RETURN 9.93%
3 YR 8.71%
5 YR 14.14%
10 YR --
1 YR RETURN 10.38%
3 YR 9.17%
5 YR 15.41%
10 YR 8.00%
Description
The investment seeks high total return through a combination of current income and capital appreciation. The fund invests a majority of assets in common stocks with a focus on those that pay current dividends and show potential for capital appreciation. It invests in bonds, including lower-quality debt securities, as well as stocks that are not currently paying dividends, but offer prospects for future income or capital appreciation. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
The investment seeks to track the investment results of the MSCI USA Equal Weighted Index. 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 an equally-weighted securities index that measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States and which represents an alternative weighting scheme to its market capitalization-weighted parent index, the MSCI USA Index.
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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