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DWUGX Scotia Dynamic U.S. Growth I

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Fund DWUGX Scotia Dynamic U.S. Growth I FIBG Credit Suisse FI Enhanced Big Cap Gr ETN RPG Guggenheim S&P 500® Pure Growth ETF  
Similarity
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100% 90% 85%
Annual Fees
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$88.73
(0.84% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$40,096.78 $50,874.24 $46,487.17
Est. savings over 30 yrs +$10,777.46 +$6,390.38
Return
As of 11/30/16
1 YR RETURN -9.81%
3 YR 2.69%
5 YR 8.37%
10 YR --
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
1 YR RETURN 1.63%
3 YR 7.45%
5 YR 14.43%
10 YR 9.42%
Description
The investment seeks long-term capital appreciation. The fund invests normally at least 80% of its assets in equity securities of U.S. companies chosen according to a growth oriented investment approach. It may invest in companies of any size, including small and mid-capitalization companies, in order to achieve its objective. The fund may from time to time have significant exposure in one or more sectors of the economy, especially the more growth-oriented sectors, such as the information technology, consumer discretionary and health care sectors. It is non-diversified.
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 replicate as closely as possible, before fees and expenses, the performance of the S&P 500® Pure Growth Index Total Return (the "underlying index"). The fund invests primarily in equity securities to meet its investment objective of replicating the underlying index as closely as possible, before fees and expenses. The underlying index is narrow in focus, containing only those S&P 500 ® companies with strong growth characteristics as selected by S&P. The fund 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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