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LMBHX Legg Mason BW Dynamic Large Cap Val R

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Fund LMBHX Legg Mason BW Dynamic Large Cap Val R MGV Vanguard Mega Cap Value ETF VLUE iShares Edge MSCI USA Value Factor  
Similarity
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100% 89% 95%
Annual Fees
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$142.61
(1.35% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$34,432.04 $50,690.52 $49,487.12
Est. savings over 30 yrs +$16,258.47 +$15,055.08
Return
As of 12/31/16
1 YR RETURN 9.83%
3 YR 5.16%
5 YR 14.56%
10 YR 8.47%
1 YR RETURN 16.62%
3 YR 9.56%
5 YR 14.84%
10 YR --
1 YR RETURN 15.68%
3 YR 7.81%
5 YR --
10 YR --
Description
The investment seeks to provide long-term capital appreciation by quantitatively investing in U.S. equities. The fund normally invests at least 80% of its net assets in equity securities of large capitalization companies. Large capitalization companies are those companies within the largest 1000 U.S. public companies as ranked by market capitalization. It will only invest in U.S. traded companies, which may include companies incorporated outside the U.S. which conduct a significant portion of their activities in the U.S. and are considered U.S. companies in the Russell U.S. indices.
The investment seeks the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Value Index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization value stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the investment results of the MSCI USA Enhanced Value Index composed of U.S. large- and mid-capitalization stocks with value characteristics and relatively lower valuations. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.

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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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