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RICAX American Funds Invmt Co of Amer R1

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Fund RICAX American Funds Invmt Co of Amer R1 LGLV SPDR® Russell 1000 Low Volatility ETF BRLIX Bridgeway Blue Chip 35 Index  
Similarity
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100% 88% 90%
Annual Fees
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$148.01
(1.40% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$34,750.45 $51,169.25 $50,710.17
Est. savings over 30 yrs +$16,418.79 +$15,959.72
Return
As of 10/31/16
1 YR RETURN 5.21%
3 YR 7.34%
5 YR 12.12%
10 YR 5.25%
1 YR RETURN 6.54%
3 YR 9.54%
5 YR --
10 YR --
1 YR RETURN 5.39%
3 YR 8.91%
5 YR 13.39%
10 YR 6.81%
Description
The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the fund's investments are not limited to a particular capitalization size.
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 provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund seeks to achieve its objective by approximating the total return of the Bridgeway Ultra-Large 35 Index (the "index"), a proprietary index composed by the Adviser, while minimizing the distribution of capital gains and minimizing costs. It normally invests at least 80% of its net assets (plus borrowings for investment purposes) in blue chip company stocks included within the index. The fund invests in the stocks that comprise the index and seeks to approximately match the index composition and weighting.

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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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