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MMFVX MassMutual Select Focused Value Adm

2 lower fee alternatives found

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Fund MMFVX MassMutual Select Focused Value Adm SPHB PowerShares S&P 500 High Beta ETF WMW ELEMENTS Morningstar WideMoat Foc TR ETN  
Similarity
?
100% 87% 95%
Annual Fees
?
$108.90
(1.03% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
$79.30
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$39,032.26 $49,397.36 $42,484.66
Est. savings over 30 yrs +$10,365.10 +$3,452.39
Return
As of 12/31/16
1 YR RETURN 17.92%
3 YR 6.31%
5 YR 14.90%
10 YR 8.64%
1 YR RETURN 26.12%
3 YR 7.43%
5 YR 15.53%
10 YR --
1 YR RETURN 21.22%
3 YR 8.00%
5 YR 15.21%
10 YR --
Description
The investment seeks growth of capital over the long-term. The fund invests primarily in equity securities of U.S. companies that the fund's subadviser believes are undervalued. It typically invests most of its assets in equity securities of U.S. companies, but may invest in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities. The fund generally will not invest more than 25% of its total assets in foreign securities, and will not invest more than 5% of its total assets in emerging market securities. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® High Beta Index (the "underlying index"). The fund generally invests at least 90% of its total assets in common stocks that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index. The fund is non-diversified.
The investment seeks to replicate, net of expense, the Morningstar Wide Moat Focus Total Return Index. The index contains companies that have sustainable competitive advantages and that trade at discounts or Morningstar's determination of their fair value. It contains approximately 20 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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