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JPFAX JPMorgan Equity Focus A

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Fund JPFAX JPMorgan Equity Focus A MGK Vanguard Mega Cap Growth ETF QUAL iShares Edge MSCI USA Quality Factor  
100% 90% 92%
Annual Fees
(1.25% Exp. Ratio)
(0.09% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$35,559.25 $50,478.71 $49,577.15
Est. savings over 30 yrs +$14,919.46 +$14,017.90
As of 9/30/16
1 YR RETURN 12.22%
3 YR 9.57%
5 YR 16.66%
10 YR --
1 YR RETURN 14.18%
3 YR 11.75%
5 YR 16.71%
10 YR --
1 YR RETURN 13.81%
3 YR 11.76%
5 YR --
10 YR --
The investment seeks long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. It typically invests in equity securities with market capitalizations of $1 billion or more. The fund is non-diversified.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Growth Index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization growth stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the investment results of the MSCI USA Sector Neutral Quality Index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. 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 is based on a traditional market capitalization-weighted parent index, the MSCI USA Index. The fund is non-diversified.

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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.


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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