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EMIVX MFS Massachusetts Inv Gr Stk 529B

15 lower fee alternatives found

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Fund EMIVX MFS Massachusetts Inv Gr Stk 529B FIBG Credit Suisse FI Enhanced Big Cap Gr ETN IUSG iShares Core Russell US Growth  
Similarity
?
100% 96% 92%
Annual Fees
?
$162.68
(1.54% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$32,510.06 $51,016.04 $50,710.67
Est. savings over 30 yrs +$18,505.98 +$18,200.62
Return
As of 10/31/16
1 YR RETURN 1.44%
3 YR 6.38%
5 YR 10.74%
10 YR 6.75%
1 YR RETURN 1.59%
3 YR 12.94%
5 YR --
10 YR --
1 YR RETURN 2.07%
3 YR 8.83%
5 YR 13.33%
10 YR 7.94%
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in stocks. Stocks include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies its advisor believes to have above average earnings growth potential compared to other companies (growth 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 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.

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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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