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JEIBX Prudential Jennison Equity Income B

15 lower fee alternatives found

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Fund JEIBX Prudential Jennison Equity Income B ITOT iShares Core S&P Total US Stock Mkt MMTM SPDR® S&P 1500 Momentum Tilt ETF  
100% 85% 87%
Annual Fees
(1.88% Exp. Ratio)
(0.03% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$30,042.54 $52,613.98 $51,211.37
Est. savings over 30 yrs +$22,571.45 +$21,168.84
As of 9/30/16
1 YR RETURN 8.11%
3 YR 5.48%
5 YR 10.94%
10 YR 6.59%
1 YR RETURN 15.31%
3 YR 10.82%
5 YR 16.30%
10 YR 7.29%
1 YR RETURN 13.78%
3 YR 10.77%
5 YR --
10 YR --
The investment seeks income and capital appreciation. The fund normally invests at least 65% of its total assets in income-producing equity and equity-related securities. Equity and equity-related securities include common stocks, securities convertible or exchangeable for common stock or the cash value of such common stock, nonconvertible preferred stocks and convertible securities, warrants and rights. It may invest in securities of non-U.S. issuers, including stocks and other equity-related securities, money market instruments and other fixed-income securities of foreign issuers.
The investment seeks to track the investment results of the S&P Total Market Index™ (TMI), which is comprised of the common equities included in the S&P 500® and the S&P Completion Index™. 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. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Positive Momentum Tilt Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively high momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively low momentum are underweight. 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.


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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