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TRIHX TIAA-CREF Large-Cap Gr Idx Advisor

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Fund TRIHX TIAA-CREF Large-Cap Gr Idx Advisor FIBG Credit Suisse FI Enhanced Big Cap Gr ETN  
Similarity
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100% 95%
Annual Fees
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$17.96
(0.17% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$49,073.40 $50,874.24
Est. savings over 30 yrs +$1,800.84
Return
As of 11/30/16
1 YR RETURN 4.13%
3 YR 9.06%
5 YR 14.07%
10 YR 8.15%
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
Description
The investment seeks a favorable long-term total return, mainly through capital appreciation, by investing primarily in a portfolio of equity securities of large domestic growth companies based on a market index. Under normal circumstances, the fund invests at least 80% of its assets in securities of its benchmark index (the Russell 1000® Growth Index). It buys most, but not necessarily all, of the stocks in its benchmark index, and the advisor will attempt to closely match the overall investment characteristics of the fund's benchmark 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. 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).

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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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