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SECEX Guggenheim StylePlus - Large Core A

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Fund SECEX Guggenheim StylePlus - Large Core A MWATX Metropolitan West AlphaTrak 500  
Similarity
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100% 86%
Annual Fees
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$144.84
(1.37% Exp. Ratio)
$96.20
(0.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$35,069.05 $40,322.54
Est. savings over 30 yrs +$5,253.49
Return
As of 10/31/16
1 YR RETURN 5.19%
3 YR 9.40%
5 YR 12.25%
10 YR 4.57%
1 YR RETURN 8.07%
3 YR 9.80%
5 YR 15.29%
10 YR 6.47%
Description
The investment seeks long-term growth of capital. The fund seeks to exceed the total return of the S&P 500 Index. It pursues its objective by investing, under normal circumstances, at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in: (i) equity securities issued by companies that have market capitalizations within the range of companies in the index; (ii) investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index; and (iii) equity derivatives.
The investment seeks a total return that exceeds the return of the S&P Index. The fund is an enhanced S&P 500 Index fund that combines non-leveraged investments in the S&P 500 with a fixed-income portfolio. The portfolio duration is up to three years and the dollar-weighted average maturity ranges from one to five years. At least 85% of the fund's fixed income investments will normally be rated at least investment grade or be unrated securities that are determined by the Adviser to be of similar quality.

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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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