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HDPBX Hodges Blue Chip Equity Income Retail

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Fund HDPBX Hodges Blue Chip Equity Income Retail SCHG Schwab US Large-Cap Growth ETF™ IUSG iShares Core Russell US Growth  
Similarity
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100% 94% 94%
Annual Fees
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$137.31
(1.30% Exp. Ratio)
$6.34
(0.06% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$34,876.15 $50,721.76 $50,569.73
Est. savings over 30 yrs +$15,845.61 +$15,693.57
Return
As of 11/30/16
1 YR RETURN 1.63%
3 YR 4.74%
5 YR 12.41%
10 YR --
1 YR RETURN 3.42%
3 YR 9.10%
5 YR 14.42%
10 YR --
1 YR RETURN 4.24%
3 YR 8.75%
5 YR 13.94%
10 YR 8.01%
Description
The investment seeks income and long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization income producing equity securities. It invests primarily in the stocks of large capitalization companies. The adviser defines large capitalization companies as companies whose market capitalizations, at the time of purchase, are within the range of market capitalization of companies constituting the S&P 500® Index.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors.
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.

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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