Investment Test Drive

IBLCX IronBridge Large Cap

4 lower fee alternatives found

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Fund IBLCX IronBridge Large Cap QQQE Direxion NASDAQ-100® Equal Wtd ETF VHCOX Vanguard Capital Opportunity Inv  
Similarity
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100% 87% 90%
Annual Fees
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$85.56
(0.81% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
$47.53
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$40,464.61 $46,489.81 $45,110.39
Est. savings over 30 yrs +$6,025.20 +$4,645.78
Return
As of 11/30/16
1 YR RETURN 5.76%
3 YR 8.03%
5 YR --
10 YR --
1 YR RETURN 6.11%
3 YR 10.79%
5 YR --
10 YR --
1 YR RETURN 8.82%
3 YR 10.53%
5 YR 17.42%
10 YR 8.67%
Description
The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets in equity securities of companies with large market capitalizations. For this purpose, the adviser defines a large capitalization company as any company with a market capitalization in excess of $5 billion, which definition is applied at the time of purchase. It may invest in American Depositary Receipts and/or Global Depositary Receipts.
The investment seeks investment results before fees and expenses that track the NASDAQ-100® Equal Weighted Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the NASDAQ-100® Equal Weighted Index. The index is the equal weighted version of the NASDAQ-100 Index® which includes 100 of the largest domestic and international non-financial securities listed on the NASDAQ® Stock Market (the "NASDAQ®") based on market capitalization. The fund is non-diversified.
The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size, however; the advisor may emphasize mid-cap stocks. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.

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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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