Investment Test Drive

PMYYX Putnam Multi-Cap Core Y

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Fund PMYYX Putnam Multi-Cap Core Y MOAT VanEck Vectors Morningstar Wide Moat ETF  
Similarity
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100% 89%
Annual Fees
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$83.52
(0.79% Exp. Ratio)
$51.81
(0.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$41,899.01 $45,871.41
Est. savings over 30 yrs +$3,972.40
Return
As of 12/31/16
1 YR RETURN 13.58%
3 YR 7.88%
5 YR 16.11%
10 YR --
1 YR RETURN 21.73%
3 YR 8.16%
5 YR --
10 YR --
Description
The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of U.S. companies of any size that the adviser believes have favorable investment potential. The adviser may also consider other factors it believes will cause the stock price to rise. The adviser may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MorningstarĀ® Wide Moat Focus IndexSM. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Wide Moat Focus Index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar") determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). 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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