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SCCUX Invesco Low Volatility Equity Yield C

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Fund SCCUX Invesco Low Volatility Equity Yield C IUSV iShares Core Russell US Value VONV Vanguard Russell 1000 Value ETF  
Similarity
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100% 86% 85%
Annual Fees
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$200.72
(1.90% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$29,167.37 $50,781.29 $50,024.54
Est. savings over 30 yrs +$21,613.92 +$20,857.17
Return
As of 11/30/16
1 YR RETURN 5.91%
3 YR 2.52%
5 YR 9.56%
10 YR 2.96%
1 YR RETURN 12.54%
3 YR 8.41%
5 YR 14.50%
10 YR 5.56%
1 YR RETURN 11.72%
3 YR 8.43%
5 YR 14.51%
10 YR --
Description
The investment seeks income and long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities of U.S. issuers and depositary receipts of foreign issuers. The principal types of equity securities in which the fund invests are common and preferred stocks. It may also invest in real estate investment trusts (REITs) of domestic and foreign issuers.
The investment seeks to track the investment results of the Russell 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the Russell 1000® Value Index. The index is designed to measure the performance of large-capitalization value stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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