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JFLVX JHancock Fundamental Large Cap Value R6

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Fund JFLVX JHancock Fundamental Large Cap Value R6 IUSV iShares Core Russell US Value SCHD Schwab US Dividend Equity ETF™  
100% 92% 91%
Annual Fees
(0.67% Exp. Ratio)
(0.07% Exp. Ratio)
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$42,408.20 $50,805.81 $50,805.81
Est. savings over 30 yrs +$8,397.61 +$8,397.61
As of 9/30/16
1 YR RETURN 8.34%
3 YR 6.89%
5 YR 15.65%
10 YR --
1 YR RETURN 16.32%
3 YR 9.35%
5 YR 15.90%
10 YR 5.69%
1 YR RETURN 21.06%
3 YR 11.07%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of large-capitalization companies. The advisor considers large-capitalization companies to be those with market capitalizations equal to or greater than the largest 80% of the companies within the Russell 1000 Index. It may invest up to 20% of its net assets in equity securities of foreign issuers. The fund may also invest in U.S. government securities and other short-term securities such as money market instruments and repurchase agreements.
The investment seeks to track the investment results of the Russell 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™Index. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios.

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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.


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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