Investment Test Drive

NBGUX Neuberger Berman Guardian Adv

15 lower fee alternatives found

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Fund NBGUX Neuberger Berman Guardian Adv ONEQ Fidelity® Nasdaq Composite Tr Stk ETF QQQE Direxion NASDAQ-100® Equal Wtd ETF  
100% 86% 87%
Annual Fees
(1.50% Exp. Ratio)
(0.21% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$32,819.02 $48,489.68 $46,489.81
Est. savings over 30 yrs +$15,670.66 +$13,670.79
As of 11/30/16
1 YR RETURN 5.38%
3 YR 4.41%
5 YR 11.22%
10 YR 5.44%
1 YR RETURN 5.56%
3 YR 10.70%
5 YR 16.52%
10 YR 9.15%
1 YR RETURN 6.11%
3 YR 10.79%
5 YR --
10 YR --
The investment seeks long-term growth of capital; current income is a secondary goal. The fund mainly invests in common stocks of companies across all market capitalizations. The Portfolio Managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment. Although the fund primarily invests in domestic stocks, it may also invest in stocks of foreign companies.
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 Nasdaq Composite Index that have a similar investment profile to the entire index.
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.

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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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