Investment Test Drive

LHVAX Linde Hansen Contrarian Value A

13 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 LHVAX Linde Hansen Contrarian Value A FSEMX Fidelity® Extended Market Index Investor FSCLX Fidelity® Mid Cap Index Investor  
Similarity
?
100% 92% 87%
Annual Fees
?
$147.93
(1.40% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
$20.08
(0.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$34,181.09 $50,634.11 $49,283.34
Est. savings over 30 yrs +$16,453.01 +$15,102.25
Return
As of 11/30/16
1 YR RETURN 7.35%
3 YR 3.72%
5 YR --
10 YR --
1 YR RETURN 9.50%
3 YR 6.91%
5 YR 14.10%
10 YR 7.83%
1 YR RETURN 9.36%
3 YR 8.37%
5 YR 14.20%
10 YR --
Description
The investment seeks long-term growth of capital, with income as a secondary objective. The fund's advisor uses its disciplined, contrarian value strategy to invest in equities, traded on U.S. based exchanges; building concentrated, long-only portfolios. Its advisor does not buy any securities on exchanges located outside of the United States. The fund's advisor will not sell common stock short nor will it use derivatives as part of its strategy.
The investment seeks to provide investment results that correspond to the total return of stocks of mid- to small-capitalization United States companies. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Completion Total Stock Market IndexSM, which represents the performance of stocks of mid- to small-capitalization U.S. companies. It uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the index using a smaller number of securities.
The investment seeks to provide investment results that correspond to the total return of stocks of mid-capitalization United States companies. The fund invests normally at least 80% of assets in securities included in the Russell Midcap® Index. It lends securities to earn income.

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!