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MSENX Litman Gregory Masters Equity Inv

2 lower fee alternatives found

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Fund MSENX Litman Gregory Masters Equity Inv JENSX Jensen Quality Growth J MINVX Madison Investors Y  
Similarity
?
100% 85% 90%
Annual Fees
?
$151.05
(1.43% Exp. Ratio)
$92.96
(0.88% Exp. Ratio)
$100.35
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$33,586.97 $39,688.70 $38,856.39
Est. savings over 30 yrs +$6,101.73 +$5,269.43
Return
As of 12/31/16
1 YR RETURN 11.72%
3 YR 6.60%
5 YR 13.21%
10 YR 5.38%
1 YR RETURN 12.01%
3 YR 8.32%
5 YR 13.81%
10 YR 7.58%
1 YR RETURN 12.97%
3 YR 8.09%
5 YR 13.21%
10 YR 6.20%
Description
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. It invests primarily in the securities of large-, mid- and small-sized U.S. companies, although the managers also have flexibility to invest in the securities of foreign companies (up to 50% of the fund's net assets may be invested in foreign equity securities, which may include emerging markets).
The investment seeks long-term capital appreciation. To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Equity securities in which the fund invests as a principal strategy consist primarily of common stocks of U.S. companies. It may purchase securities when they are priced below their intrinsic values as determined by the Adviser. The fund may sell all or part of its position in a company when the Adviser has determined that another qualifying security has a greater opportunity to achieve the fund's objective. It is non-diversified.
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality, growth companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 25% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.

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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.

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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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