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PFPFX Poplar Forest Partners A

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Fund PFPFX Poplar Forest Partners A RDIV Oppenheimer Ultra Dividend Revenue ETF  
Similarity
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100% 88%
Annual Fees
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$133.11
(1.26% Exp. Ratio)
$41.20
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$35,450.37 $46,122.76
Est. savings over 30 yrs +$10,672.39
Return
As of 11/30/16
1 YR RETURN 21.90%
3 YR 9.69%
5 YR 17.32%
10 YR --
1 YR RETURN 22.04%
3 YR 13.40%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It will generally focus on 25 to 35 companies (i) with an investment grade debt rating, (ii) with a history of paying common stock dividends, and (iii) with a market capitalization among the top 1,000 companies in the United States.
The investment seeks to outperform the total return performance of the S&P 900® Index, the fund's benchmark index. The Advisor attempts to replicate the portfolio of the OFI Revenue Weighted Ultra Dividend Index™. The underlying index is constructed by identifying the top 60 securities from the benchmark index with the highest average of the 1-year trailing dividend yields for the current quarter and each of the past three quarters (excluding securities that have issued a special dividend over that time period). The fund will invest at least 80% of its net assets in the securities of companies included in the benchmark index. It 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.

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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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