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LSLTX Leuthold Select Industries

9 lower fee alternatives found

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Fund LSLTX Leuthold Select Industries VSEQX Vanguard Strategic Equity Inv EZM WisdomTree MidCap Earnings ETF  
100% 87% 85%
Annual Fees
(1.50% Exp. Ratio)
(0.21% Exp. Ratio)
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$33,247.69 $49,123.04 $46,673.53
Est. savings over 30 yrs +$15,875.35 +$13,425.84
As of 12/31/16
1 YR RETURN 5.33%
3 YR 6.73%
5 YR 14.07%
10 YR 5.45%
1 YR RETURN 17.92%
3 YR 9.74%
5 YR 17.34%
10 YR 7.55%
1 YR RETURN 19.71%
3 YR 7.38%
5 YR 15.38%
10 YR --
The investment seeks capital appreciation. The fund seeks capital appreciation by investing substantially all of its assets in equity securities traded in the U.S. securities markets (including common stocks, preferred stocks, convertible preferred stocks, warrants, options and American Depository Receipts). It invests in companies of all sizes and industries as well as in "growth" stocks and "value" stocks. In investing in equity securities, the fund uses a disciplined, unemotional, quantitative investment approach that is based on the belief investors can achieve superior investment performance through group selection (Select Industries Strategy).
The investment seeks long-term capital appreciation. The fund invests in small- and mid-capitalization domestic equity securities based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers. The advisor does this by using a quantitative process to evaluate all of the securities in the benchmark, the MSCI US Small + Mid Cap 2200 Index, while seeking to maintain a risk profile similar to that of the index. At least 80% of its assets will be invested in equity securities.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. 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.

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