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PVSRX Putnam Capital Spectrum R

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Fund PVSRX Putnam Capital Spectrum R POMIX T. Rowe Price Total Equity Market Idx FDGFX Fidelity® Dividend Growth  
Similarity
?
100% 85% 86%
Annual Fees
?
$171.27
(1.62% Exp. Ratio)
$31.72
(0.30% Exp. Ratio)
$65.55
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$32,498.07 $48,473.88 $44,017.24
Est. savings over 30 yrs +$15,975.81 +$11,519.17
Return
As of 10/31/16
1 YR RETURN -4.72%
3 YR 3.18%
5 YR 11.39%
10 YR --
1 YR RETURN 4.26%
3 YR 7.98%
5 YR 13.25%
10 YR 6.73%
1 YR RETURN 1.87%
3 YR 6.57%
5 YR 11.81%
10 YR 5.92%
Description
The investment seeks total return. The fund invests in equity and fixed-income securities, including floating and fixed rate bank loans and both growth and value stocks, of companies of any size that the adviser believes have favorable investment potential. It may also invest in fixed income securities of other issuers, in securitized debt instruments (such as mortgage- and asset-backed securities) and in companies that are not leveraged. The fund is non-diversified.
The investment seeks to match the performance of the entire U.S. stock market. Under normal conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are held in its benchmark index. The fund seeks to match the performance of the entire U.S. stock market. The fund uses the S&P Total Market Index (S&P Index) as its benchmark index to represent the U.S. stock market as a whole.
The investment seeks capital appreciation. The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund invests primarily in companies that pay dividends or that Fidelity Management & Research Company (FMR) believes have the potential to pay dividends in the future. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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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