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NMMTX Nuveen Large-Cap Value R3

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Fund NMMTX Nuveen Large-Cap Value R3 SPHD PowerShares S&P 500® High Div Low VolETF SDY SPDR® S&P Dividend ETF  
Similarity
?
100% 90% 90%
Annual Fees
?
$139.44
(1.32% Exp. Ratio)
$31.69
(0.30% Exp. Ratio)
$36.97
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$34,791.01 $47,363.91 $46,656.47
Est. savings over 30 yrs +$12,572.90 +$11,865.46
Return
As of 11/30/16
1 YR RETURN 13.19%
3 YR 7.28%
5 YR 13.60%
10 YR 5.88%
1 YR RETURN 20.76%
3 YR 15.12%
5 YR --
10 YR --
1 YR RETURN 16.18%
3 YR 10.68%
5 YR 14.33%
10 YR 7.75%
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of large-capitalization companies. Large-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 1000 Index on the last business day of the month in which its most recent reconstitution was completed.
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 provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P High Yield Dividend Aristocrats Index. 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 highest dividend yielding S&P Composite 1500® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. 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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