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RTDSX Russell Select US Equity S

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Fund RTDSX Russell Select US Equity S DGRO iShares Core Dividend Growth VDADX Vanguard Dividend Apprec Idx Admiral  
Similarity
?
100% 94% 91%
Annual Fees
?
$58.15
(0.55% Exp. Ratio)
$8.46
(0.08% Exp. Ratio)
$9.52
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$45,045.04 $51,889.10 $51,733.53
Est. savings over 30 yrs +$6,844.06 +$6,688.49
Return
As of 11/30/16
1 YR RETURN 8.79%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.68%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.73%
3 YR 6.77%
5 YR 11.64%
10 YR 7.03%
Description
The investment seeks to provide long term capital growth. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. The fund invests principally in common stocks of large and medium capitalization U.S. companies but may also invest in small capitalization U.S. companies. The managers define large and medium capitalization stocks as stocks of those companies represented by the Russell 1000® Index or within the capitalization range of the Russell 1000® Index as measured at its most recent reconstitution.
The investment seeks to track the investment results of the Morningstar® US Dividend Growth IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The underlying index is a subset of the Morningstar® US Market IndexSM, which is a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks.
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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