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CAFEX American Funds AMCAP 529E

14 lower fee alternatives found

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Fund CAFEX American Funds AMCAP 529E ONEQ Fidelity® Nasdaq Composite Tr Stk ETF IWY iShares Russell Top 200 Growth  
Similarity
?
100% 90% 85%
Annual Fees
?
$105.63
(1.00% Exp. Ratio)
$22.18
(0.21% Exp. Ratio)
$21.13
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$38,307.04 $48,622.07 $48,768.46
Est. savings over 30 yrs +$10,315.03 +$10,461.42
Return
As of 10/31/16
1 YR RETURN 2.75%
3 YR 7.42%
5 YR 12.85%
10 YR 6.97%
1 YR RETURN 4.00%
3 YR 11.05%
5 YR 15.37%
10 YR 9.15%
1 YR RETURN 2.77%
3 YR 10.32%
5 YR 14.10%
10 YR --
Description
The investment seeks long-term growth of capital. The fund invests primarily in common stocks of U.S. companies that have solid long-term growth records and the potential for good future growth. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.
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 to track the investment results of the Russell Top 200 Growth Index, which measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying 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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