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GTCEX Glenmede Strategic Equity

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Fund GTCEX Glenmede Strategic Equity SIZE iShares Edge MSCI USA Size Factor MOAT VanEck Vectors Morningstar Wide Moat ETF  
Similarity
?
100% 91% 93%
Annual Fees
?
$88.81
(0.84% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$51.81
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$41,272.47 $50,816.77 $45,874.01
Est. savings over 30 yrs +$9,544.29 +$4,601.54
Return
As of 11/30/16
1 YR RETURN 9.41%
3 YR 9.20%
5 YR 13.27%
10 YR 6.67%
1 YR RETURN 9.42%
3 YR 9.86%
5 YR --
10 YR --
1 YR RETURN 16.75%
3 YR 9.62%
5 YR --
10 YR --
Description
The investment seeks maximum long-term total return consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowing for investment purposes) in equity securities, such as common stocks, preferred stocks and securities convertible into common and preferred stocks, of U.S. companies. The Portfolio may also invest in foreign securities either directly or through ADRs listed on the NYSE.
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 replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar® Wide Moat Focus IndexSM. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Wide Moat Focus Index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar") determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). 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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