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BRGIX Bridges Investment

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Fund BRGIX Bridges Investment IUSG iShares Core Russell US Growth FIBG Credit Suisse FI Enhanced Big Cap Gr ETN  
Similarity
?
100% 92% 89%
Annual Fees
?
$86.62
(0.82% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,491.63 $51,065.32 $51,065.32
Est. savings over 30 yrs +$10,573.69 +$10,573.69
Return
As of 12/31/16
1 YR RETURN 7.09%
3 YR 5.53%
5 YR 12.28%
10 YR 6.18%
1 YR RETURN 7.40%
3 YR 8.21%
5 YR 14.30%
10 YR 8.11%
1 YR RETURN 8.49%
3 YR 11.42%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation, with a secondary objective of generating a modest amount of current income. The fund invests primarily in a diversified portfolio of common stocks, which fund management believes offers the potential for increased earnings and dividends over time. Normally, such equity securities will represent 60% or more of the fund's net assets. It may invest up to 15% of its total assets in U.S. dollar-denominated securities of foreign issuers traded on U.S. exchanges, and up to 20% of its total assets in American Depositary Receipts ("ADRs") traded on U.S. exchanges or in the U.S. over-the-counter market.
The investment seeks to track the investment results of the Russell 3000 Growth Index (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of equity securities of Russell 3000 Index issuers with relatively higher price-to-book ratios and higher forecasted growth.
The investment seeks to approximate the return that might be available through a leveraged “long” investment strategy in the components of the index. 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. 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).

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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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