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NTVTX Nuveen Tradewinds Value Opportunities R3

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Fund NTVTX Nuveen Tradewinds Value Opportunities R3 VEIPX Vanguard Equity-Income Inv CAPE Barclays ETN+ Shiller Capet  
Similarity
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100% 86% 91%
Annual Fees
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$147.90
(1.40% Exp. Ratio)
$27.47
(0.26% Exp. Ratio)
$47.54
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$33,973.05 $47,963.19 $45,296.54
Est. savings over 30 yrs +$13,990.13 +$11,323.49
Return
As of 11/30/16
1 YR RETURN 4.27%
3 YR 4.93%
5 YR 7.09%
10 YR 6.65%
1 YR RETURN 10.26%
3 YR 8.61%
5 YR 13.76%
10 YR 7.41%
1 YR RETURN 16.81%
3 YR 12.80%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in equity securities of companies with varying market capitalizations, which may include small-, mid- and large-capitalization companies. The fund's sub-adviser opportunistically seeks to identify under-valued companies considering absolute valuation and security pricing in the context of industry and market conditions.
The investment seeks to provide an above-average level of current income and reasonable long-term capital appreciation. The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to other such stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses multiple investment advisors.
The investment seeks to replicate, net of expenses, the Shiller Barclays CAPETM US Core Sector Index. The index seeks to provide a notional long exposure to the top four relatively undervalued US equity sectors that also exhibit relatively strong price momentum. It incorporates the CAPE (Cyclically Adjusted Price Earnings) ratio to assess equity market valuations of nine sectors on a monthly basis and to identify the relatively undervalued sectors represented in the S&P 500®.

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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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