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NVOCX Nuveen Tradewinds Value Opportunities C

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Fund NVOCX Nuveen Tradewinds Value Opportunities C VEIPX Vanguard Equity-Income Inv QDYN FlexShares Quality Dividend Dynamic ETF  
Similarity
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100% 86% 86%
Annual Fees
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$200.72
(1.90% Exp. Ratio)
$27.47
(0.26% Exp. Ratio)
$39.09
(0.37% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$29,191.40 $48,002.70 $46,439.62
Est. savings over 30 yrs +$18,811.30 +$17,248.22
Return
As of 12/31/16
1 YR RETURN 8.14%
3 YR 4.60%
5 YR 7.93%
10 YR 6.46%
1 YR RETURN 14.70%
3 YR 8.76%
5 YR 13.68%
10 YR 7.42%
1 YR RETURN 17.64%
3 YR 7.71%
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 investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Quality Dividend Dynamic IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to a high-quality, income-oriented portfolio of U.S. equity securities, with an emphasis on long-term capital growth and a targeted overall volatility that is greater than that of the Northern Trust 1250 IndexSM. It may also invest up to 20% of its assets in cash and cash equivalents.

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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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