Investment Test Drive

HDCTX Rational Dividend Capture Instl

1 lower fee alternative found

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Fund HDCTX Rational Dividend Capture Instl TWEIX American Century Equity Income Inv  
Similarity
?
100% 86%
Annual Fees
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$105.64
(1.00% Exp. Ratio)
$99.30
(0.94% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,360.38 $39,064.01
Est. savings over 30 yrs +$703.63
Return
As of 11/30/16
1 YR RETURN 2.45%
3 YR 4.22%
5 YR 8.78%
10 YR 4.16%
1 YR RETURN 15.47%
3 YR 10.10%
5 YR 12.51%
10 YR 6.69%
Description
The investment seeks total return on investment, with dividend income an important component of that return. The fund normally invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, in dividend-paying stocks, including preferred stocks and real estate investment trusts ("REITs"). It generally invests in U.S. corporations with market capitalizations of $2 billion or more.
The investment seeks current income; capital appreciation is a secondary objective. The fund invests in equity securities of companies with a favorable income-paying history that has prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers' standards of selection.

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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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