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SDPAX Snow Capital Dividend Plus A

4 lower fee alternatives found

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Fund SDPAX Snow Capital Dividend Plus A SDOG ALPS Sector Dividend Dogs ETF DOD ELEMENTS Dogs of Dow DJ HY Sel 10 TR ETN  
Similarity
?
100% 87% 87%
Annual Fees
?
$126.77
(1.20% Exp. Ratio)
$42.26
(0.40% Exp. Ratio)
$79.23
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,102.35 $45,984.05 $41,375.43
Est. savings over 30 yrs +$9,881.71 +$5,273.09
Return
As of 11/30/16
1 YR RETURN 17.49%
3 YR 6.04%
5 YR --
10 YR --
1 YR RETURN 20.82%
3 YR 11.62%
5 YR --
10 YR --
1 YR RETURN 18.21%
3 YR 10.37%
5 YR 15.14%
10 YR --
Description
The investment seeks long-term growth of capital and income. The fund's principal investment strategy is to invest in a diversified portfolio of equities, bonds, preferred stock, and options. Under normal market conditions, it will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities that pay a dividend and are within the market capitalization range of the Russell 1000 Value Index.
The investment seeks investment results that replicate as closely as possible, before fees and expenses, the performance of the S-Network® Sector Dividend Dogs Index. The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of the highest dividend paying stocks in the S&P 500 on a sector-by-sector basis. The fund generally will invest in all of the securities that comprise the underlying index in proportion to their weightings in the underlying index. However, under various circumstances, it may not be possible or practicable to purchase all of the securities in the underlying index in those weightings.
The investment seeks to replicate, net of expenses, the Dow Jones High Yield Select 10 Total Return Index. The index tracks the stocks with the highest dividend yield in Dow Jones Industrial Average.

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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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