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DDFRX Invesco Diversified Dividend R

2 lower fee alternatives found

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Fund DDFRX Invesco Diversified Dividend R CAPE Barclays ETN+ Shiller Capet DOD ELEMENTS Dogs of Dow DJ HY Sel 10 TR ETN  
Similarity
?
100% 86% 86%
Annual Fees
?
$114.09
(1.08% 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
$37,415.74 $45,265.68 $41,347.24
Est. savings over 30 yrs +$7,849.94 +$3,931.50
Return
As of 10/31/16
1 YR RETURN 5.93%
3 YR 8.35%
5 YR 13.29%
10 YR 6.94%
1 YR RETURN 10.69%
3 YR 11.68%
5 YR --
10 YR --
1 YR RETURN 14.08%
3 YR 10.19%
5 YR 14.59%
10 YR --
Description
The investment seeks long-term growth of capital and, secondarily, current income. The fund invests primarily in dividend-paying equity securities. It invests in securities that the portfolio managers believe are undervalued based on various valuation measures. The fund may invest up to 25% of its net assets in securities of foreign issuers.
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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