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SAVIX Symons Value Institutional

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Fund SAVIX Symons Value Institutional SPLV PowerShares S&P 500 Low Volatility ETF CAPE Barclays ETN+ Shiller Capet  
100% 86% 92%
Annual Fees
(1.21% Exp. Ratio)
(0.25% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,016.40 $48,139.09 $45,326.14
Est. savings over 30 yrs +$12,122.69 +$9,309.73
As of 9/30/16
1 YR RETURN 9.71%
3 YR 7.35%
5 YR 9.57%
10 YR --
1 YR RETURN 17.80%
3 YR 12.53%
5 YR 14.83%
10 YR --
1 YR RETURN 24.74%
3 YR 14.64%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of companies, with market capitalizations at the time of purchase above approximately $500 million, that are trading at attractive prices and that appear to have limited downside price risk over the long-term. Equity securities in which the fund may invest include common stocks and common stock equivalents, preferred stocks, shares of equity real estate investment trusts ("REITs"), and shares of other investment companies, including open-end and closed-end funds and exchange-traded funds ("ETFs") whose portfolios primarily consist of equity securities.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Low Volatility Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations (increases or decreases in a stock's price) over time. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.
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.


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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