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SRFAX MFS Equity Opportunities A

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Fund SRFAX MFS Equity Opportunities A LGLV SPDR® Russell 1000 Low Volatility ETF USMV iShares Edge MSCI Min Vol USA  
Similarity
?
100% 89% 88%
Annual Fees
?
$127.92
(1.21% 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
$36,816.51 $51,169.25 $50,710.17
Est. savings over 30 yrs +$14,352.74 +$13,893.67
Return
As of 10/31/16
1 YR RETURN 5.88%
3 YR 6.26%
5 YR 13.53%
10 YR 6.73%
1 YR RETURN 6.54%
3 YR 9.54%
5 YR --
10 YR --
1 YR RETURN 7.58%
3 YR 10.55%
5 YR 13.68%
10 YR --
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser may invest the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
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 the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.

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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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