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SPMRX Prudential QMA Defensive Equity R

1 lower fee alternative found

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Fund SPMRX Prudential QMA Defensive Equity R LCBOX ClearBridge Dividend Strategy 1  
Similarity
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100% 93%
Annual Fees
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$160.70
(1.52% Exp. Ratio)
$93.04
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$33,569.47 $40,770.13
Est. savings over 30 yrs +$7,200.66
Return
As of 11/30/16
1 YR RETURN 5.07%
3 YR 6.08%
5 YR 9.35%
10 YR 4.75%
1 YR RETURN 10.11%
3 YR 7.33%
5 YR 12.33%
10 YR 6.05%
Description
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its investable assets (net assets plus borrowings for investment purposes, if any) in equity and equity-related securities. It may invest up to 20% of its investable assets in debt securities of varying credit quality. The fund may invest up to 20% of total assets in securities of foreign issuers. It may invest up to 25% of its net assets in derivatives.
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. It invests primarily in common stocks. The fund may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.

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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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