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MXTQX Great-West T. Rowe Price Eq Inc L

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Fund MXTQX Great-West T. Rowe Price Eq Inc L SPHD PowerShares S&P 500® High Div Low VolETF DTN WisdomTree Dividend ex-Financials ETF  
Similarity
?
100% 92% 93%
Annual Fees
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$126.76
(1.20% Exp. Ratio)
$31.69
(0.30% Exp. Ratio)
$40.14
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,078.77 $47,358.53 $46,231.67
Est. savings over 30 yrs +$11,279.75 +$10,152.89
Return
As of 11/30/16
1 YR RETURN 13.67%
3 YR 5.66%
5 YR 12.26%
10 YR 5.19%
1 YR RETURN 20.76%
3 YR 15.12%
5 YR --
10 YR --
1 YR RETURN 14.99%
3 YR 9.30%
5 YR 13.27%
10 YR 7.23%
Description
The investment seeks substantial dividend income and also long-term capital appreciation. The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Low Volatility High Dividend Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index, which is composed of 50 securities in the S&P 500® Index that historically have provided high dividend yields with lower volatility.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dividend ex-Financials Index. The fund normally invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of the 10 highest dividend-yielding companies in each sector, selected from the three hundred largest companies by market value in the WisdomTree Dividend Index. 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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