Investment Test Drive

FLYCX Nuveen Large Cap Select C

11 lower fee alternatives found

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Fund FLYCX Nuveen Large Cap Select C JKD iShares Morningstar Large-Cap TILT FlexShares Mstar US Mkt Factors Tilt ETF  
Similarity
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100% 89% 91%
Annual Fees
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$199.82
(1.89% Exp. Ratio)
$21.15
(0.20% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$29,988.23 $50,057.47 $49,310.54
Est. savings over 30 yrs +$20,069.23 +$19,322.31
Return
As of 11/30/16
1 YR RETURN 10.00%
3 YR 6.92%
5 YR 13.62%
10 YR 5.11%
1 YR RETURN 10.38%
3 YR 9.17%
5 YR 15.41%
10 YR 8.00%
1 YR RETURN 11.04%
3 YR 8.03%
5 YR 14.41%
10 YR --
Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of large-capitalization companies, defined as companies that have market capitalizations of $5 billion or greater. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers.
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.
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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