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PVSRX Putnam Capital Spectrum R

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Fund PVSRX Putnam Capital Spectrum R PRDGX T. Rowe Price Dividend Growth EEH ELEMENTS SPECTRUM Lg Cp US Sect Mom ETN  
100% 85% 85%
Annual Fees
(1.62% Exp. Ratio)
(0.64% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$32,521.13 $43,783.31 $42,352.26
Est. savings over 30 yrs +$11,262.18 +$9,831.13
As of 9/30/16
1 YR RETURN 2.09%
3 YR 3.89%
5 YR 13.25%
10 YR --
1 YR RETURN 17.11%
3 YR 11.14%
5 YR 16.08%
10 YR 7.82%
1 YR RETURN 12.67%
3 YR 9.39%
5 YR 14.14%
10 YR --
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 dividend income and long-term capital growth primarily through investments in stocks. The fund will normally invest at least 65% of its total assets in stocks, with an emphasis on stocks that have a strong track record of paying dividends or that are expected to increase their dividends over time. T. Rowe Price believes that a track record of dividend increases can be an excellent indicator of financial health and growth prospects, and that over the long term, income can contribute significantly to total return.
The investment seeks to replicate, net of expenses, the SPECTRUM Large Cap U.S. Sector Momentum Index. The index tracks the value of a notional portfolio composed of the ten sub-indices of the S&P 500. It is based on the relative weights of the sub-indices within the index. The weights of the sub-indices that outperform the S&P 500 Total Return Index are increased in the index, which weights of the sub-indices that underperform are reduced.

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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.


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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