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IFPUX Independent Franchise Partners US Equity

2 lower fee alternatives found

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Fund IFPUX Independent Franchise Partners US Equity JKD iShares Morningstar Large-Cap POSKX PRIMECAP Odyssey Stock  
Similarity
?
100% 88% 87%
Annual Fees
?
$84.58
(0.80% Exp. Ratio)
$21.15
(0.20% Exp. Ratio)
$68.72
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$41,772.50 $50,056.05 $43,709.56
Est. savings over 30 yrs +$8,283.55 +$1,937.06
Return
As of 12/31/16
1 YR RETURN 9.64%
3 YR 9.30%
5 YR 13.02%
10 YR --
1 YR RETURN 13.58%
3 YR 9.48%
5 YR 15.61%
10 YR 8.02%
1 YR RETURN 12.80%
3 YR 9.68%
5 YR 15.04%
10 YR 8.22%
Description
The investment seeks to achieve an attractive long-term rate of return. The fund normally invests at least 80% of its assets in equity securities of companies deriving a significant portion of their revenue from the US; or with a primary listing on a U.S. stock exchange; or that have their principal place of business or operations in the U.S. It may invest up to 20% of the value of its net assets in non-U.S. equity securities, including equity securities in emerging markets. The fund is non-diversified.
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 to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies. It invests at least 80% of its assets in stocks. The fund may invest in stocks across all market sectors and market capitalizations, though it has historically invested primarily in large- and mid-capitalization companies.

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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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