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BPAVX Boston Partners All Cap Value Inv

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Fund BPAVX Boston Partners All Cap Value Inv SPHD PowerShares S&P 500® High Div Low VolETF QDEF FlexShares Quality Dividend Defensv ETF  
Similarity
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100% 87% 90%
Annual Fees
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$110.93
(1.05% Exp. Ratio)
$31.69
(0.30% Exp. Ratio)
$39.09
(0.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$37,818.83 $47,433.90 $46,444.90
Est. savings over 30 yrs +$9,615.07 +$8,626.07
Return
As of 12/31/16
1 YR RETURN 14.52%
3 YR 8.89%
5 YR 15.70%
10 YR 8.27%
1 YR RETURN 22.31%
3 YR 15.53%
5 YR --
10 YR --
1 YR RETURN 15.40%
3 YR 9.31%
5 YR --
10 YR --
Description
The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers across the capitalization spectrum and identified by the Adviser as having value characteristics. It may also invest up to 20% of its total assets in non U.S. dollar-denominated securities.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Low Volatility High Dividend Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index, which is composed of 50 securities in the S&P 500® Index that historically have provided high dividend yields with lower volatility.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Quality Dividend Defensive IndexSM. The fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to a high-quality, income-oriented portfolio of U.S. equity securities, with an emphasis on long-term capital growth and a targeted overall volatility that is lower than that of the Northern Trust 1250 IndexSM.

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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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