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AFAVX AMG River Road Focused Absolute Value I

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Fund AFAVX AMG River Road Focused Absolute Value I PEY PowerShares High Yld Eq Div Achiev™ ETF  
Similarity
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100% 88%
Annual Fees
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$79.19
(0.75% Exp. Ratio)
$57.01
(0.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$40,687.77 $43,351.30
Est. savings over 30 yrs +$2,663.52
Return
As of 11/30/16
1 YR RETURN 21.78%
3 YR --
5 YR --
10 YR --
1 YR RETURN 24.91%
3 YR 16.03%
5 YR 17.11%
10 YR 4.47%
Description
The investment seeks to provide long-term capital appreciation. The fund principally invests in a portfolio of equity securities of U.S. and non-U.S. companies of all market capitalizations. Under normal conditions, the advisor intends to invest its assets in the equity securities of a limited number of issuers. It will primarily invest in common stocks, real estate investment trusts ("REITs") and publicly traded partnerships ("PTPs"), including, but not limited to, master limited partnerships ("MLPs"). The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the NASDAQ US Dividend AchieversTM 50 Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the NASDAQ OMX Group, Inc. includes common stocks in the underlying index that have a consistent record of dividend increases, principally on the basis of dividend yield and consistent growth in dividends.

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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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