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SDPAX Snow Capital Dividend Plus A

2 lower fee alternatives found

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Fund SDPAX Snow Capital Dividend Plus A ARTLX Artisan Value Investor NBPTX Neuberger Berman Large Cap Value Tr  
Similarity
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100% 86% 88%
Annual Fees
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$126.77
(1.20% Exp. Ratio)
$105.64
(1.00% Exp. Ratio)
$113.04
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,133.12 $38,393.08 $37,586.97
Est. savings over 30 yrs +$2,259.96 +$1,453.86
Return
As of 12/31/16
1 YR RETURN 27.93%
3 YR 6.04%
5 YR --
10 YR --
1 YR RETURN 29.04%
3 YR 7.18%
5 YR 11.96%
10 YR 6.00%
1 YR RETURN 28.09%
3 YR 7.49%
5 YR 13.72%
10 YR 4.76%
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 maximum long-term capital growth. The fund may invest up to 25% of its total assets at market value at the time of purchase in common stocks and other equity securities of non-U.S. companies and securities trading on non-U.S. exchanges. Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The fund invests in common stocks and other equity securities of companies across a broad capitalization range.
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000 Value Index at the time of purchase. The Portfolio Manager looks for what he believes to be well-managed companies whose stock prices are undervalued and seeks to identify companies with catalysts that the Portfolio Manager believes have the potential to improve the companies' earnings from depressed levels. It may also invest in stocks of foreign companies.

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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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