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THIGX Thornburg Core Growth I

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Fund THIGX Thornburg Core Growth I SCHG Schwab US Large-Cap Growth ETF™ MTUM iShares Edge MSCI USA Momentum Factor  
100% 86% 87%
Annual Fees
(0.99% Exp. Ratio)
(0.06% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,470.24 $50,925.28 $49,567.29
Est. savings over 30 yrs +$12,455.04 +$11,097.05
As of 9/30/16
1 YR RETURN 8.57%
3 YR 5.45%
5 YR 16.67%
10 YR 6.07%
1 YR RETURN 12.11%
3 YR 11.81%
5 YR 17.05%
10 YR --
1 YR RETURN 14.79%
3 YR 14.12%
5 YR --
10 YR --
The investment seeks long-term growth of capital. The managers expect to invest primarily in domestic equity securities (primarily common stocks) selected for their growth potential. It may invest in developing countries. The fund can invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies.
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.
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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