Investment Test Drive

HBGIX Hartford Disciplined Equity HLS IB

14 lower fee alternatives found

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Fund HBGIX Hartford Disciplined Equity HLS IB FIBG Credit Suisse FI Enhanced Big Cap Gr ETN MTUM iShares Edge MSCI USA Momentum Factor  
Similarity
?
100% 96% 91%
Annual Fees
?
$106.68
(1.01% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$15.84
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$38,084.98 $50,874.24 $49,369.20
Est. savings over 30 yrs +$12,789.26 +$11,284.22
Return
As of 11/30/16
1 YR RETURN 3.02%
3 YR 9.59%
5 YR 15.44%
10 YR 7.25%
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
1 YR RETURN 3.75%
3 YR 10.13%
5 YR --
10 YR --
Description
The investment seeks growth of capital. The fund normally invests at least 80% of its assets in common stocks. It invests in a diversified portfolio of common stocks. The fund's portfolio is broadly diversified by industry and company. It may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.
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 MSCI USA Momentum Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization 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.

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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