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JLPSX JPMorgan US Large Cap Core Plus Select

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Fund JLPSX JPMorgan US Large Cap Core Plus Select DHVW Diamond Hill Valuation-Weighted 500 ETF LGLV SPDR® Russell 1000 Low Volatility ETF  
Similarity
?
100% 91% 89%
Annual Fees
?
$104.67
(0.99% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$39,438.87 $51,584.27 $51,275.35
Est. savings over 30 yrs +$12,145.40 +$11,836.48
Return
As of 11/30/16
1 YR RETURN 6.43%
3 YR 8.40%
5 YR 14.61%
10 YR 8.57%
1 YR RETURN 8.04%
3 YR 8.78%
5 YR --
10 YR --
1 YR RETURN 8.42%
3 YR 9.78%
5 YR --
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 price and total return performance, before fees and expenses, of the Diamond Hill Valuation-Weighted 500 index. The fund invests at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) in the component securities of the index. The index is composed of the common stock of approximately 500 U.S.-listed companies weighted based on a proprietary, patent-pending valuation methodology developed by Diamond Hill Capital Management, Inc., the fund's investment adviser.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 1000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes large cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. 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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