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EIPDX Parametric Dividend Income Institutional

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Fund EIPDX Parametric Dividend Income Institutional SPYD SPDR® S&P 500 High Dividend ETF SPVU PowerShares S&P 500 Value  
Similarity
?
100% 92% 90%
Annual Fees
?
$42.26
(0.40% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$45,990.58 $50,031.65 $48,114.49
Est. savings over 30 yrs +$4,041.06 +$2,123.91
Return
As of 11/30/16
1 YR RETURN 13.50%
3 YR --
5 YR --
10 YR --
1 YR RETURN 22.95%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.88%
3 YR --
5 YR --
10 YR --
Description
The investment seeks total return and current income. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, which primarily include common stocks of U.S. companies selected from the Russell 3000 Index. The managers employ a top-down, disciplined and systematic investment process that emphasizes a diversified portfolio of quality companies that have historically demonstrated high current income and lower levels of stock price volatility on a sector relative basis. It may lend its securities.
The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. 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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