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TRLIX TIAA-CREF Large-Cap Value Instl

6 lower fee alternatives found

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Fund TRLIX TIAA-CREF Large-Cap Value Instl SCHD Schwab US Dividend Equity ETF™ LGLV SPDR® Russell 1000 Low Volatility ETF  
100% 90% 92%
Annual Fees
(0.42% Exp. Ratio)
(0.07% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$45,728.62 $50,804.37 $50,047.28
Est. savings over 30 yrs +$5,075.75 +$4,318.66
As of 9/30/16
1 YR RETURN 16.95%
3 YR 8.32%
5 YR 15.90%
10 YR 5.92%
1 YR RETURN 21.06%
3 YR 11.07%
5 YR --
10 YR --
1 YR RETURN 18.26%
3 YR 12.53%
5 YR --
10 YR --
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 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 provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 1000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes large cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. The fund is non-diversified.

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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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