Investment Test Drive

JSVTX Perkins Select Value T

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund JSVTX Perkins Select Value T MDY SPDR® S&P MidCap 400 ETF PESPX Dreyfus Mid Cap Index Inv  
Similarity
?
100% 85% 85%
Annual Fees
?
$91.93
(0.87% Exp. Ratio)
$26.42
(0.25% Exp. Ratio)
$52.83
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$40,226.03 $48,499.93 $44,982.79
Est. savings over 30 yrs +$8,273.90 +$4,756.76
Return
As of 12/31/16
1 YR RETURN 19.23%
3 YR 8.58%
5 YR 12.03%
10 YR --
1 YR RETURN 20.33%
3 YR 8.72%
5 YR 14.99%
10 YR 8.83%
1 YR RETURN 20.23%
3 YR 8.59%
5 YR 14.80%
10 YR 8.70%
Description
The investment seeks capital appreciation. The fund primarily invests in the common stocks of companies of any size whose stock prices the portfolio managers believe to be undervalued. It may also invest in foreign securities, which may include investments in emerging markets. The fund may invest its assets in derivatives, which are instruments that have a value derived from, or directly linked to, an underlying asset, such as equity securities, fixed-income securities, commodities, currencies, interest rates, or market indices, as substitutes for securities in which the fund invests.
The investment seeks to provide investment results that, before expenses, generally correspond to the price and yield performance of the S&P MidCap 400® Index™. The Trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index (the “Portfolio”), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the index. The index is composed of four hundred (400) selected stocks, all of which are listed on national stock exchanges, and span a broad range of major industry groups.
The investment seeks to match the performance of the S&P MidCap 400® Index. To pursue its goal, the fund generally is fully invested in stocks included in the S&P MidCap 400® Index and in futures whose performance is tied to the index. It generally invests in all 400 stocks in the S&P MidCap 400® Index in proportion to their weighting in the index. The S&P MidCap 400® Index is an unmanaged index of 400 common stocks of medium-size companies. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!