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FLGE Credit Suisse FI Large Cap Gr Enh ETN

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Fund FLGE Credit Suisse FI Large Cap Gr Enh 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
$40,125.80 $41,483.01
Est. savings over 30 yrs +$1,357.21
Return
As of 12/31/16
1 YR RETURN 12.46%
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 leveraged return linked to the performance of the Russell 1000® Growth Index Total Return (the “index”), an index that seeks to track the performance of the large-cap growth segment of the U.S. equity market. The ETNs are subject to a leverage factor of 2.0, but the effective leverage will vary with changes in the Closing Indicative Value of the ETNs since the previous Rebalance Event.
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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