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GWPFX American Funds Growth Portfolio F1

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Fund GWPFX American Funds Growth Portfolio F1 FDSSX Fidelity® Stock Selec All Cp  
Similarity
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100% 85%
Annual Fees
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$86.61
(0.82% Exp. Ratio)
$77.11
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$40,340.11 $41,452.87
Est. savings over 30 yrs +$1,112.76
Return
As of 11/30/16
1 YR RETURN 4.41%
3 YR 5.36%
5 YR --
10 YR --
1 YR RETURN 5.78%
3 YR 7.30%
5 YR 13.51%
10 YR 6.10%
Description
The investment seeks to provide long-term growth of capital. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. The fund will typically have significant exposure to issuers domiciled outside the United States. It may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.
The investment seeks growth of capital. The fund normally invests at least 80% of assets in stocks and primarily in common stocks. It allocates its assets among Fidelity® equity sector central funds that provide exposure to different sectors of the U.S. stock market which include consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, telecom services, and utilities. Sector central funds are specialized investment vehicles designed to be used by Fidelity® Funds. The fund invests in the sector central funds of domestic and foreign issuers, and in "growth" and/or "value" stocks.

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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.

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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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