Investment Test Drive

MYCNX Mainstay US Equity Opportunities Inv

2 lower fee alternatives found

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Fund MYCNX Mainstay US Equity Opportunities Inv BUFDX Buffalo Dividend Focus POGSX Pin Oak Equity  
Similarity
?
100% 89% 88%
Annual Fees
?
$158.59
(1.50% Exp. Ratio)
$103.61
(0.98% Exp. Ratio)
$116.30
(1.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$33,778.44 $39,558.54 $38,145.33
Est. savings over 30 yrs +$5,780.11 +$4,366.89
Return
As of 11/30/16
1 YR RETURN 4.97%
3 YR 10.23%
5 YR 16.06%
10 YR --
1 YR RETURN 7.89%
3 YR 10.78%
5 YR --
10 YR --
1 YR RETURN 12.20%
3 YR 10.90%
5 YR 16.58%
10 YR 10.75%
Description
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in U.S. equity securities. It primarily invests in common stocks of well-established U.S. companies, primarily those with large capitalizations, that are in the Russell 1000® Index or have market capitalizations that are similar to companies in that index. The fund may hold long and short positions.
The investment seeks current income; long-term growth of capital is a secondary objective. The fund invests in dividend-paying equity securities, consisting of domestic common stocks, preferred stocks, rights, warrants and convertible securities. During normal market conditions, at least 80% of the fund's assets will be invested in dividend-paying equity securities. The fund may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.
The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies that the Adviser believes possess prospects for growth that are underappreciated by the market. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities.

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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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