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SVALX Federated Strategic Value Dividend R6

3 lower fee alternatives found

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Fund SVALX Federated Strategic Value Dividend R6 SCHD Schwab US Dividend Equity ETF™ CAPE Barclays ETN+ Shiller Capet  
Similarity
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100% 85% 86%
Annual Fees
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$83.45
(0.79% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$47.54
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,850.24 $50,746.69 $45,265.68
Est. savings over 30 yrs +$9,896.45 +$4,415.44
Return
As of 10/31/16
1 YR RETURN 6.90%
3 YR 8.47%
5 YR 11.12%
10 YR 5.25%
1 YR RETURN 9.56%
3 YR 8.67%
5 YR 13.42%
10 YR --
1 YR RETURN 10.69%
3 YR 11.68%
5 YR --
10 YR --
Description
The investment seeks income and long-term capital appreciation. The fund pursues its investment objective by investing primarily in high dividend yielding common stocks with dividend growth potential. Its security selection process involves screening and prioritizing stocks based on appropriate quantitative statistics. Those companies that rank as highly attractive in the screening process are closely scrutinized for inclusion in the portfolio using bottom-up fundamental proprietary research. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™Index. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios.
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.

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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