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TRLCX TIAA-CREF Large-Cap Value Retire

9 lower fee alternatives found

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Fund TRLCX TIAA-CREF Large-Cap Value Retire IUSV iShares Core Russell US Value SPHD PowerShares S&P 500® High Div Low VolETF  
Similarity
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100% 95% 91%
Annual Fees
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$70.78
(0.67% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$31.69
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$42,423.86 $51,130.62 $47,429.86
Est. savings over 30 yrs +$8,706.76 +$5,006.00
Return
As of 12/31/16
1 YR RETURN 18.31%
3 YR 7.00%
5 YR 14.41%
10 YR 5.45%
1 YR RETURN 18.33%
3 YR 8.47%
5 YR 14.65%
10 YR 5.61%
1 YR RETURN 22.31%
3 YR 15.53%
5 YR --
10 YR --
Description
The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of large domestic companies. Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the fund's benchmark index (the Russell 1000® Value Index) that the fund's investment adviser believes appear undervalued by the market based on an evaluation of their potential worth. The fund may invest up to 20% of its assets in foreign investments.
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 investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Low Volatility High Dividend Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index, which is composed of 50 securities in the S&P 500® Index that historically have provided high dividend yields with lower volatility.

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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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