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JPDEX JPMorgan Tax Aware Equity Instl

6 lower fee alternatives found

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Fund JPDEX JPMorgan Tax Aware Equity Instl LGLV SPDR® Russell 1000 Low Volatility ETF SIZE iShares Edge MSCI USA Size Factor  
Similarity
?
100% 91% 89%
Annual Fees
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$58.15
(0.55% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$45,050.15 $51,275.35 $50,815.33
Est. savings over 30 yrs +$6,225.20 +$5,765.17
Return
As of 11/30/16
1 YR RETURN 6.56%
3 YR 9.04%
5 YR 14.78%
10 YR 7.04%
1 YR RETURN 8.42%
3 YR 9.78%
5 YR --
10 YR --
1 YR RETURN 9.42%
3 YR 9.86%
5 YR --
10 YR --
Description
The investment seeks to provide high after-tax total return from a portfolio of selected equity securities. The fund invests at least 80% of its assets in equity securities. It primarily invests in common stocks of large and medium capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. Sector by sector, the fund's weightings are similar to those of the S&P 500 Index. Within each sector, the fund focuses on those equity securities that the advisor considers undervalued and seeks to outperform the S&P 500 through superior stock selection.
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.
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.

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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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