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FBGX UBS AG FI Enhanced Large Cap Growth ETN

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Fund FBGX UBS AG FI Enhanced Large Cap Growth ETN FMILX Fidelity® New Millennium  
Similarity
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100% 89%
Annual Fees
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$89.79
(0.85% Exp. Ratio)
$78.17
(0.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,129.22 $41,486.54
Est. savings over 30 yrs +$1,357.33
Return
As of 12/31/16
1 YR RETURN 12.25%
3 YR --
5 YR --
10 YR --
1 YR RETURN 14.92%
3 YR 5.98%
5 YR 13.56%
10 YR 8.44%
Description
The investment seeks a return linked to the Russell 1000® Growth Total Return Index (the “index”). The UBS AG FI Enhanced Large Cap Growth ETN due June 19, 2024 (the “Securities”) are a series of FI Enhanced ETNs. The level of the index reflects both the price performance of the index constituent Securities and the reinvestment of dividends on the index constituent securities. The Securities are two times leveraged with respect to the index and, as a result, may benefit from two times any positive, but will be exposed to two times any negative, quarterly performance of the index.
The investment seeks capital appreciation. The fund normally invests in common stocks. The advisor identifies early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.

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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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