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GENFX Gotham Enhanced 500 Institutional

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Fund GENFX Gotham Enhanced 500 Institutional DGRO iShares Core Dividend Growth EXT WisdomTree Total Earnings ETF  
Similarity
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100% 87% 85%
Annual Fees
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$158.59
(1.50% Exp. Ratio)
$8.46
(0.08% Exp. Ratio)
$29.60
(0.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$33,773.64 $51,887.62 $48,860.64
Est. savings over 30 yrs +$18,113.98 +$15,086.99
Return
As of 12/31/16
1 YR RETURN 14.25%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.27%
3 YR --
5 YR --
10 YR --
1 YR RETURN 14.76%
3 YR 8.15%
5 YR 14.31%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity securities. The fund seeks a total return greater than that of the S&P 500® Index over a full market cycle, which is a period that includes both a bull (rising) market and a bear (falling) market cycle. The fund invests primarily in U.S. common stocks of companies listed in the S&P 500® Index, but may invest in other large capitalization companies, generally selected from the largest 500 - 700 U.S. companies based on market capitalization.
The investment seeks to track the investment results of the Morningstar® US Dividend Growth IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The underlying index is a subset of the Morningstar® US Market IndexSM, which is a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the broad U.S. stock market. The fund is non-diversified.

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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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