Investment Test Drive

LCLCX ClearBridge Select C

15 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund LCLCX ClearBridge Select C POAGX PRIMECAP Odyssey Aggressive Growth DWAQ PowerShares DWA NASDAQ Momentum ETF  
Similarity
?
100% 90% 87%
Annual Fees
?
$238.70
(2.26% Exp. Ratio)
$65.48
(0.62% Exp. Ratio)
$63.37
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$25,960.95 $42,768.13 $43,027.10
Est. savings over 30 yrs +$16,807.18 +$17,066.15
Return
As of 11/30/16
1 YR RETURN -1.86%
3 YR 4.86%
5 YR --
10 YR --
1 YR RETURN 12.04%
3 YR 11.20%
5 YR 20.24%
10 YR 11.62%
1 YR RETURN 3.34%
3 YR 5.33%
5 YR 12.51%
10 YR 4.52%
Description
The investment seeks to provide long-term growth of capital. The fund seeks to achieve its investment objective by taking an unconstrained approach to investing with an emphasis on equity securities. Under normal circumstances, it invests primarily in publicly traded equity and equity-related securities of U.S. and non-U.S. companies or other instruments with similar economic characteristics. The fund may invest in securities of issuers of any market capitalization. It is non-diversified.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® NASDAQ Technical Leaders Index. The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The index provider selects approximately 100 common stocks for inclusion in the underlying index from an eligible universe of approximately 1,000 securities of large capitalization companies that trade on the NASDAQ Stock Market LLC ("NASDAQ") and that are included in the NASDAQ Composite Index.

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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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