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DHDAX Destra Dividend Total Return A

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Fund DHDAX Destra Dividend Total Return A FAIRX Fairholme  
Similarity
?
100% 86%
Annual Fees
?
$185.93
(1.76% Exp. Ratio)
$109.87
(1.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$30,468.26 $37,930.42
Est. savings over 30 yrs +$7,462.16
Return
As of 12/31/16
1 YR RETURN 9.84%
3 YR 2.61%
5 YR 7.17%
10 YR --
1 YR RETURN 25.68%
3 YR 2.67%
5 YR 14.78%
10 YR 6.37%
Description
The investment seeks long-term total return and current income. The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of equity securities. It will invest at least 80% of its net assets in dividend-producing equity securities. The fund may invest in securities of companies with any market capitalization. Equity securities held by the fund may include common stocks, preferred shares, convertible securities and securities or other instruments whose price is linked to the value of common stock, depository receipts and securities of master limited partnerships ("MLPs").
The investment seeks long-term growth of capital. The fund primarily invests a focused portfolio of equity and fixed-income securities. It may invest in common and preferred stock, partnership interests, business trust shares, depository receipts, rights and warrants to subscribing for the purchase of equity securities, and interests in REITs. The fund may invest include U.S. corporate debt securities, non-U.S. corporate debt securities, bank debt, U.S. government and agency debt securities, short-term debt obligations of foreign governments and foreign money market instruments. It 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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