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VVPLX Vulcan Value Partners

7 lower fee alternatives found

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Fund VVPLX Vulcan Value Partners QUAL iShares Edge MSCI USA Quality Factor FLGEX Fidelity® Large Cap Growth Enhanced Idx  
100% 86% 86%
Annual Fees
(1.08% Exp. Ratio)
(0.15% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$37,434.87 $49,567.29 $45,288.82
Est. savings over 30 yrs +$12,132.42 +$7,853.95
As of 9/30/16
1 YR RETURN 7.70%
3 YR 7.18%
5 YR 16.02%
10 YR --
1 YR RETURN 13.81%
3 YR 11.76%
5 YR --
10 YR --
1 YR RETURN 11.95%
3 YR 11.54%
5 YR 16.26%
10 YR --
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded mid-cap and large-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. A core position in the fund is generally approximately 5% of the fund's portfolio, so that theoretically the fund would seek to hold about 20 companies, spread across various industries. The fund may invest up to 30% of net assets in publicly traded foreign securities and may hold up to 10% of net assets in illiquid securities. It is non-diversified.
The investment seeks to track the investment results of the MSCI USA Sector Neutral Quality Index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. 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 is based on a traditional market capitalization-weighted parent index, the MSCI USA Index. The fund is non-diversified.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell 1000® Growth Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market.

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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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