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JTCNX JHancock Technical Opportunities NAV

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Fund JTCNX JHancock Technical Opportunities NAV FIBG Credit Suisse FI Enhanced Big Cap Gr ETN FNCMX Fidelity® Nasdaq Composite Index®  
Similarity
?
100% 88% 85%
Annual Fees
?
$129.92
(1.23% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$30.63
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$35,625.88 $50,874.24 $47,334.25
Est. savings over 30 yrs +$15,248.36 +$11,708.37
Return
As of 11/30/16
1 YR RETURN -12.13%
3 YR 1.44%
5 YR 11.01%
10 YR --
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
1 YR RETURN 5.43%
3 YR 10.64%
5 YR 16.51%
10 YR 9.16%
Description
The investment seeks long-term capital appreciation. The fund will invest primarily in equity and equity-related securities of companies located throughout the world, including the United States and emerging-market countries, and denominated in any currency. It may invest without limit in securities of companies domiciled outside the United States. The fund will not invest more than 25% of its assets in any industry or group of industries, but may invest more than this amount in a broader economic sector or segment.
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 provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index®. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the index that have a similar investment profile to the entire index. The fund lends securities to earn income for the fund.

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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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