Investment Test Drive

BABFX Bread & Butter

5 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund BABFX Bread & Butter CAPE Barclays ETN+ Shiller Capet DOD ELEMENTS Dogs of Dow DJ HY Sel 10 TR ETN  
Similarity
?
100% 91% 91%
Annual Fees
?
$213.39
(2.02% Exp. Ratio)
$47.54
(0.45% Exp. Ratio)
$79.23
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$28,115.78 $45,296.54 $41,375.43
Est. savings over 30 yrs +$17,180.76 +$13,259.65
Return
As of 11/30/16
1 YR RETURN 1.85%
3 YR -0.33%
5 YR 3.19%
10 YR 2.84%
1 YR RETURN 16.81%
3 YR 12.80%
5 YR --
10 YR --
1 YR RETURN 18.21%
3 YR 10.37%
5 YR 15.14%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund focuses on investing primarily in small, medium and large capitalization common stocks, both domestic and foreign, which are out of favor and undervalued. In addition, it can invest in undervalued securities across the capital structure in investment and below investment grade corporate and government bonds, preferred stock and REITs. The fund may generally invest in 15 to 40 securities. It is non-diversified.
The investment seeks to replicate, net of expenses, the Shiller Barclays CAPETM US Core Sector Index. The index seeks to provide a notional long exposure to the top four relatively undervalued US equity sectors that also exhibit relatively strong price momentum. It incorporates the CAPE (Cyclically Adjusted Price Earnings) ratio to assess equity market valuations of nine sectors on a monthly basis and to identify the relatively undervalued sectors represented in the S&P 500®.
The investment seeks to replicate, net of expenses, the Dow Jones High Yield Select 10 Total Return Index. The index tracks the stocks with the highest dividend yield in Dow Jones Industrial Average.

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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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