Investment Test Drive

TFFYX Touchstone Focused Y

4 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund TFFYX Touchstone Focused Y SIZE iShares Edge MSCI USA Size Factor DGRW WisdomTree US Quality Dividend Gr ETF  
Similarity
?
100% 88% 91%
Annual Fees
?
$100.44
(0.95% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$29.60
(0.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$39,912.88 $50,806.67 $48,859.25
Est. savings over 30 yrs +$10,893.79 +$8,946.37
Return
As of 12/31/16
1 YR RETURN 11.89%
3 YR 7.26%
5 YR 15.98%
10 YR 7.68%
1 YR RETURN 13.32%
3 YR 9.61%
5 YR --
10 YR --
1 YR RETURN 11.97%
3 YR 8.33%
5 YR --
10 YR --
Description
The investment seeks to provide investors with capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in equity securities. Equity securities include common stock and preferred stock. It may invest in companies of any market capitalization in seeking to achieve its investment goal. These securities may be listed on an exchange or traded over-the-counter. The fund will generally hold 25 to 40 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It is non-diversified.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Quality Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. 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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