Investment Test Drive

AUURX AB Select US Equity R

12 lower fee alternatives found

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Fund AUURX AB Select US Equity R ONEQ Fidelity® Nasdaq Composite Tr Stk ETF CFGRX Commerce Growth  
Similarity
?
100% 85% 88%
Annual Fees
?
$181.68
(1.72% Exp. Ratio)
$22.18
(0.21% Exp. Ratio)
$86.61
(0.82% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$30,687.99 $48,486.93 $40,340.11
Est. savings over 30 yrs +$17,798.94 +$9,652.12
Return
As of 11/30/16
1 YR RETURN 5.32%
3 YR 7.35%
5 YR --
10 YR --
1 YR RETURN 5.56%
3 YR 10.70%
5 YR 16.52%
10 YR 9.15%
1 YR RETURN 6.00%
3 YR 9.97%
5 YR 14.01%
10 YR 6.85%
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 to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index®. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index that have a similar investment profile to the entire index.
The investment seeks capital appreciation. The fund normally invests at least 65% of its total assets in stocks, primarily common stock. It invests principally in stocks of companies that have had below average price volatility in the past. The fund may invest a significant amount of its assets from time to time in the technology sector. It generally purchases common stock of companies whose characteristics are comparable to those included in the Russell 1000® Growth Index.

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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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