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NVOCX Nuveen Tradewinds Value Opportunities C

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Fund NVOCX Nuveen Tradewinds Value Opportunities C VLU SPDR® S&P 1500 Value Tilt ETF VEIPX Vanguard Equity-Income Inv  
100% 85% 88%
Annual Fees
(1.90% Exp. Ratio)
(0.12% Exp. Ratio)
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$29,203.84 $50,087.09 $48,023.15
Est. savings over 30 yrs +$20,883.25 +$18,819.31
As of 9/30/16
1 YR RETURN 12.11%
3 YR 6.24%
5 YR 8.37%
10 YR 7.12%
1 YR RETURN 14.97%
3 YR 9.36%
5 YR --
10 YR --
1 YR RETURN 17.21%
3 YR 10.19%
5 YR 15.57%
10 YR 7.63%
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 investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Low Valuation Tilt Index (the "index"). The fund employs a sampling strategy in seeking to track the index. It generally invests substantially all, but at least 80%, of its total assets in the securities. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively low valuations (i.e., relatively "cheap") are overweight relative to the S&P Composite 1500 Index and stocks with relatively high valuations are underweight. The fund is non-diversified.
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.

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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.


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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