Investment Test Drive

DPCEX Jackson Square Select 20 Growth IS

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund DPCEX Jackson Square Select 20 Growth IS SCHG Schwab US Large-Cap Growth ETF™ IUSG iShares Core Russell US Growth  
100% 93% 93%
Annual Fees
(0.87% Exp. Ratio)
(0.06% Exp. Ratio)
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$39,895.01 $50,926.73 $50,774.08
Est. savings over 30 yrs +$11,031.72 +$10,879.07
As of 9/30/16
1 YR RETURN 5.12%
3 YR 8.25%
5 YR 13.48%
10 YR 8.20%
1 YR RETURN 12.11%
3 YR 11.81%
5 YR 17.05%
10 YR --
1 YR RETURN 13.62%
3 YR 11.31%
5 YR 16.40%
10 YR 8.62%
The investment seeks long-term capital appreciation. The fund generally invests in approximately 20 common stocks of growth-oriented companies of any size that the Adviser believes have long-term capital appreciation potential and may grow faster than the U.S. economy. It will invest in no fewer than 15 and no more than 25 companies. The fund may invest up to 20% of its net assets in securities of foreign issuers, which may include GDRs and, without limitation, sponsored and unsponsored ADRs that are actively traded in the United States, including issuers located or operating in emerging markets and frontier markets. It is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors.
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.

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.


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!