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GNERX Geneva Advisors Equity Income R

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Fund GNERX Geneva Advisors Equity Income R FIBG Credit Suisse FI Enhanced Big Cap Gr ETN IUSG iShares Core Russell US Growth  
100% 90% 90%
Annual Fees
(1.46% Exp. Ratio)
(0.05% Exp. Ratio)
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$33,346.93 $51,069.67 $51,069.67
Est. savings over 30 yrs +$17,722.74 +$17,722.74
As of 12/31/16
1 YR RETURN 7.40%
3 YR 2.87%
5 YR 7.96%
10 YR --
1 YR RETURN 8.49%
3 YR 11.42%
5 YR --
10 YR --
1 YR RETURN 7.40%
3 YR 8.21%
5 YR 14.30%
10 YR 8.11%
The investment seeks current income, with a secondary objective of modest capital appreciation. The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while providing a modest amount of capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30% of its net assets in securities of "foreign issuers." It may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.
The investment seeks to approximate the return that might be available through a leveraged “long” investment strategy in the components of the index. 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. 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.


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Yes, funds and ETFs charge fees

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