Investment Test Drive

AUUIX AB Select US Equity I

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund AUUIX AB Select US Equity I WOGSX White Oak Select Growth  
Similarity
?
100% 87%
Annual Fees
?
$124.65
(1.18% Exp. Ratio)
$111.97
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$36,238.78 $37,582.46
Est. savings over 30 yrs +$1,343.69
Return
As of 12/31/16
1 YR RETURN 9.51%
3 YR 7.92%
5 YR 13.91%
10 YR --
1 YR RETURN 11.55%
3 YR 9.42%
5 YR 14.93%
10 YR 8.81%
Description
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities of U.S. companies. Its investments are focused on securities of companies with large and medium market capitalizations, but it may also invest in securities of small-capitalization companies. The fund may invest in non-U.S. companies, but limits its investments in such companies to no more than 10% of its net assets. It may purchase securities in initial public offerings and the advisor expects to do so on a regular basis.
The investment seeks long-term capital growth. The fund invests primarily in common stocks of established U.S. companies with large market capitalization (equity market capitalization of more than $5 billion). It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which it believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs").

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!