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ZVGIX Zevenbergen Genea Institutional

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Fund ZVGIX Zevenbergen Genea Institutional FIBG Credit Suisse FI Enhanced Big Cap Gr ETN JKE iShares Morningstar Large-Cap Growth  
Similarity
?
100% 89% 85%
Annual Fees
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$117.24
(1.11% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$36,949.62 $50,877.13 $47,909.96
Est. savings over 30 yrs +$13,927.51 +$10,960.34
Return
As of 11/30/16
1 YR RETURN -3.46%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
1 YR RETURN -1.85%
3 YR 8.34%
5 YR 13.72%
10 YR 7.38%
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest in equity securities of small, medium, and large cap issuers. Its portfolio generally will contain 15-40 stocks of any market capitalization. The fund may invest up to 100% in common stocks. In addition, it may invest up to 100% of its assets in equity securities of foreign issuers through American Depositary Receipts ("ADRs"). The fund is non-diversified.
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).
The investment seeks to track the investment results of the Morningstar® Large Growth IndexSM composed of large-capitalization U.S. equities that exhibit growth characteristics. 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 stocks issued by large-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology. The fund is non-diversified.

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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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