Investment Test Drive

JCPRX JPMorgan US Large Cap Core Plus R5

10 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund JCPRX JPMorgan US Large Cap Core Plus R5 VOO Vanguard 500 ETF MGC Vanguard Mega Cap ETF  
Similarity
?
100% 91% 90%
Annual Fees
?
$84.58
(0.80% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
$9.51
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$41,687.24 $52,256.10 $51,632.34
Est. savings over 30 yrs +$10,568.85 +$9,945.09
Return
As of 10/31/16
1 YR RETURN 1.95%
3 YR 8.25%
5 YR 13.42%
10 YR 8.51%
1 YR RETURN 4.48%
3 YR 8.80%
5 YR 13.52%
10 YR --
1 YR RETURN 4.50%
3 YR 8.72%
5 YR 13.48%
10 YR --
Description
The investment seeks to provide a high total return from a portfolio of selected equity securities. Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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