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PPTSX Principal Large Cap Growth II R4

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Fund PPTSX Principal Large Cap Growth II R4 FIBG Credit Suisse FI Enhanced Big Cap Gr ETN IUSG iShares Core Russell US Growth  
100% 96% 96%
Annual Fees
(1.23% Exp. Ratio)
(0.05% Exp. Ratio)
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$35,706.92 $50,989.96 $50,989.96
Est. savings over 30 yrs +$15,283.05 +$15,283.05
As of 12/31/16
1 YR RETURN 4.96%
3 YR 6.35%
5 YR 12.16%
10 YR 7.02%
1 YR RETURN 8.49%
3 YR 11.42%
5 YR --
10 YR --
1 YR RETURN 7.40%
3 YR 8.21%
5 YR 14.30%
10 YR 8.11%
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase. The fund invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.
The investment seeks to approximate the return that might be available through a leveraged “long” investment strategy in the components of the index. 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. 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 the investment results of the Russell 3000 Growth Index (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of equity securities of Russell 3000 Index issuers with relatively higher price-to-book ratios and higher forecasted growth.

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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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