Investment Test Drive

TEMEX Franklin Mutual Beacon C

12 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund TEMEX Franklin Mutual Beacon C CAPE Barclays ETN+ Shiller Capet FEQTX Fidelity® Equity Dividend Income  
100% 86% 85%
Annual Fees
(1.84% Exp. Ratio)
(0.45% Exp. Ratio)
(0.66% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$29,720.83 $45,317.13 $42,535.26
Est. savings over 30 yrs +$15,596.30 +$12,814.43
As of 9/30/16
1 YR RETURN 13.53%
3 YR 6.00%
5 YR 12.32%
10 YR 3.81%
1 YR RETURN 24.74%
3 YR 14.64%
5 YR --
10 YR --
1 YR RETURN 14.91%
3 YR 8.99%
5 YR 15.07%
10 YR 4.87%
The investment seeks capital appreciation; income is a secondary consideration. The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria. The equity securities in which it invests are primarily common stock. It may invest substantially and potentially up to 100% of its assets in foreign securities.
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®.
The investment seeks reasonable income; capital appreciation is a secondary consideration. The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in large cap "value" stocks.

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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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