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RDLCX Columbia Disciplined Growth C

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Fund RDLCX Columbia Disciplined Growth C VOOG Vanguard S&P 500 Growth ETF MTUM iShares Edge MSCI USA Momentum Factor  
100% 95% 95%
Annual Fees
(1.95% Exp. Ratio)
(0.15% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$28,719.78 $49,567.29 $49,567.29
Est. savings over 30 yrs +$20,847.52 +$20,847.52
As of 9/30/16
1 YR RETURN 11.59%
3 YR 11.94%
5 YR 15.95%
10 YR --
1 YR RETURN 14.59%
3 YR 12.60%
5 YR 16.65%
10 YR --
1 YR RETURN 14.79%
3 YR 14.12%
5 YR --
10 YR --
The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Growth Index (the index) at the time of purchase. The fund may invest in derivatives, such as futures contracts, including equity index futures, for cash equitization purposes.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P 500® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P 500 Index. The index measures the performance of large-capitalization growth stocks in the United States.
The investment seeks to track the investment results of the MSCI USA Momentum Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.

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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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