Investment Test Drive

LVOYX Lord Abbett Value Opportunities I

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 LVOYX Lord Abbett Value Opportunities I IVOO Vanguard S&P Mid-Cap 400 ETF EWMC Guggenheim S&P MidCap 400® Equal Wt ETF  
Similarity
?
100% 94% 94%
Annual Fees
?
$97.21
(0.92% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
$43.32
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$39,541.98 $49,879.32 $46,126.50
Est. savings over 30 yrs +$10,337.34 +$6,584.51
Return
As of 11/30/16
1 YR RETURN 12.11%
3 YR 8.53%
5 YR 13.00%
10 YR 9.27%
1 YR RETURN 13.09%
3 YR 9.21%
5 YR 14.60%
10 YR --
1 YR RETURN 15.77%
3 YR 8.79%
5 YR 14.33%
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 to correspond as closely as possible, before fees and expenses, to the price and yield performance of the S&P MidCap 400® Equal Weight Index (the "underlying index"). The fund invests primarily in equity securities to meet its investment objective of replicating the underlying index as closely as possible, before fees and expenses. The underlying index is an unmanaged equal weighted version of the S&P MidCap 400 ® Index, which measures the performance of the mid-cap segment of the U.S. equity universe. 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!