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ODGIX Oak Ridge Disciplined Growth I

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Fund ODGIX Oak Ridge Disciplined Growth I FIBG Credit Suisse FI Enhanced Big Cap Gr ETN SCHG Schwab US Large-Cap Growth ETF™  
Similarity
?
100% 96% 93%
Annual Fees
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$100.35
(0.95% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$6.34
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$38,891.72 $51,016.04 $50,863.13
Est. savings over 30 yrs +$12,124.32 +$11,971.41
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.59%
3 YR 12.94%
5 YR --
10 YR --
1 YR RETURN 0.89%
3 YR 9.19%
5 YR 13.75%
10 YR --
Description
The investment seeks long-term growth of capital. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of issuers that are organized in the U.S. and the securities of which are principally traded on a major U.S. exchange. The equity securities in which the fund principally invests include common stocks, preferred stocks, exchange-traded funds ("ETFs") that invest substantially all of their assets in equity securities, equity interests in real estate investment trusts ("REITs"), warrants and rights. It may invest up to 20% of its total assets in equity securities of non-U.S. issuers.
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 track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors.

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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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