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SNAVX Schroder North American Equity Adv

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Fund SNAVX Schroder North American Equity Adv THRK SPDR® Russell 3000 ETF LGLV SPDR® Russell 1000 Low Volatility ETF  
Similarity
?
100% 94% 93%
Annual Fees
?
$70.84
(0.67% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$43,445.12 $51,581.34 $51,272.44
Est. savings over 30 yrs +$8,136.22 +$7,827.32
Return
As of 11/30/16
1 YR RETURN 8.36%
3 YR 7.94%
5 YR 13.26%
10 YR 6.36%
1 YR RETURN 8.43%
3 YR 8.67%
5 YR 14.25%
10 YR 7.02%
1 YR RETURN 8.42%
3 YR 9.78%
5 YR --
10 YR --
Description
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets in equity securities of companies organized and principally traded in, or with their principal places of business and principally traded in, North America. Its portfolio may include large, well-known companies as well as smaller, less-closely followed companies, including micro-cap companies. The fund may invest in common and preferred stocks, convertible securities and warrants of companies of any size market capitalization.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 3000 Index that tracks a broad universe of exchange traded U.S. equity securities. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the largest 3,000 U.S. companies, representing approximately 98% of the investable U.S. equity market. It may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.
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.

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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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