Investment Test Drive

ACFSX American Century Focused Dynamic Gr Inst

6 lower fee alternatives found

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Fund ACFSX American Century Focused Dynamic Gr Inst FIBG Credit Suisse FI Enhanced Big Cap Gr ETN QQQE Direxion NASDAQ-100® Equal Wtd ETF  
Similarity
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100% 91% 88%
Annual Fees
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$87.67
(0.83% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$40,219.41 $50,875.69 $46,488.49
Est. savings over 30 yrs +$10,656.27 +$6,269.08
Return
As of 11/30/16
1 YR RETURN 4.32%
3 YR 5.50%
5 YR 11.39%
10 YR 6.30%
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
1 YR RETURN 6.11%
3 YR 10.79%
5 YR --
10 YR --
Description
The investment seeks long-term capital growth. The portfolio managers look for stocks of early and rapid stage growth companies they believe will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.
The ETNs are medium-term notes of Credit Suisse AG (“Credit Suisse”), the return on which is linked to the performance of the Russell 1000® Growth Index Total Return (the “Index”) on a leveraged basis. The ETNs seek to approximate the return that might be available through a leveraged “long” investment strategy in the components of the Index. A leveraged “long” investment strategy involves the practice of borrowing money from a third party lender at an agreed-upon rate of interest and using the borrowed money together with investor capital to purchase assets (e.g., equity securities).
The investment seeks investment results before fees and expenses that track the NASDAQ-100® Equal Weighted Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the NASDAQ-100® Equal Weighted Index. The index is the equal weighted version of the NASDAQ-100 Index® which includes 100 of the largest domestic and international non-financial securities listed on the NASDAQ® Stock Market (the "NASDAQ®") based on market capitalization. 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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