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BOPRX Sterling Capital Special Opps R

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Fund BOPRX Sterling Capital Special Opps R FIBG Credit Suisse FI Enhanced Big Cap Gr ETN SPYG SPDR® S&P 500 Growth ETF  
Similarity
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100% 96% 92%
Annual Fees
?
$142.61
(1.35% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$34,445.73 $51,016.04 $49,506.80
Est. savings over 30 yrs +$16,570.30 +$15,061.06
Return
As of 10/31/16
1 YR RETURN 0.88%
3 YR 9.42%
5 YR 12.15%
10 YR 8.12%
1 YR RETURN 1.59%
3 YR 12.94%
5 YR --
10 YR --
1 YR RETURN 2.53%
3 YR 10.02%
5 YR 13.76%
10 YR 8.44%
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.
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 to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Growth Index that tracks the performance of large capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the large-capitalization growth segment of the U.S. equity market. It 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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