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MYCTX Mainstay US Equity Opportunities A

4 lower fee alternatives found

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Fund MYCTX Mainstay US Equity Opportunities A LGLV SPDR® Russell 1000 Low Volatility ETF JKD iShares Morningstar Large-Cap  
Similarity
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100% 90% 87%
Annual Fees
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$144.84
(1.37% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$21.14
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$35,069.05 $51,169.25 $49,953.88
Est. savings over 30 yrs +$16,100.20 +$14,884.83
Return
As of 10/31/16
1 YR RETURN -1.72%
3 YR 9.13%
5 YR 14.70%
10 YR --
1 YR RETURN 6.54%
3 YR 9.54%
5 YR --
10 YR --
1 YR RETURN 7.07%
3 YR 9.16%
5 YR 14.86%
10 YR 7.75%
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 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 Morningstar® Large Core IndexSM composed of large-capitalization U.S. equities. 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. The underlying index measures the performance of stocks issued by large-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

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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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