Investment Test Drive

WPLCX WP Large Cap Income Plus Institutional

12 lower fee alternatives found

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Fund WPLCX WP Large Cap Income Plus Institutional PXLV PowerShares Russell Top 200 Pure Val ETF DODGX Dodge & Cox Stock  
Similarity
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100% 86% 89%
Annual Fees
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$322.21
(3.05% Exp. Ratio)
$41.20
(0.39% Exp. Ratio)
$54.93
(0.52% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$20,484.92 $46,141.10 $44,368.33
Est. savings over 30 yrs +$25,656.19 +$23,883.41
Return
As of 12/31/16
1 YR RETURN 18.78%
3 YR 3.99%
5 YR --
10 YR --
1 YR RETURN 23.88%
3 YR 9.06%
5 YR 15.46%
10 YR --
1 YR RETURN 21.28%
3 YR 8.55%
5 YR 17.01%
10 YR 5.93%
Description
The investment seeks total return. The fund will invest 80% of its total assets in large cap domestic equity securities and exchange traded funds that primarily invest in large cap domestic equity securities. It will also seek to produce income (e.g., premium income on the sale of an option) and return stability through an options strategy. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200® Pure Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that compose the underlying index. The underlying index is composed of securities selected from the Russell Top 200® Index, which includes the largest 200 securities of the Russell 3000® Index, an index measuring the performance of 95% of the U.S. equity market. The fund is non-diversified.
The investment seeks long-term growth of principal and income; a secondary objective is to achieve a reasonable current income. The fund invests primarily in a diversified portfolio of equity securities. It will invest at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund may invest up to 20% of its total assets in U.S. dollar-denominated securities of non-U.S. issuers traded in the United States that are not 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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