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LVOVX Lord Abbett Value Opportunities R6

4 lower fee alternatives found

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Fund LVOVX Lord Abbett Value Opportunities R6 IVOO Vanguard S&P Mid-Cap 400 ETF EQWM PowerShares Russell Midcap Equal Wt ETF  
Similarity
?
100% 95% 91%
Annual Fees
?
$84.53
(0.80% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$40,968.15 $49,835.44 $48,359.67
Est. savings over 30 yrs +$8,867.29 +$7,391.52
Return
As of 10/31/16
1 YR RETURN 4.72%
3 YR 6.38%
5 YR 11.31%
10 YR 8.45%
1 YR RETURN 6.13%
3 YR 6.92%
5 YR 12.78%
10 YR --
1 YR RETURN 5.53%
3 YR 6.41%
5 YR 11.49%
10 YR --
Description
The investment seeks long-term capital appreciation. To pursue its objective, the fund normally invests at least 65% of its net assets in equity securities of small and mid-sized companies. The remainder of the fund's assets may be invested in companies of any size. The fund may change this policy at any time. The Advisor attempts to invest in companies the investment team believes have been undervalued by the market and whose securities are selling at reasonable prices in relation to an assessment of their potential or intrinsic value.
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index. The index measures the performance of mid-capitalization stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Midcap® Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to approximately 800 securities of medium sized companies in the larger U.S. equity market.

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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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