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HHDVX Hamlin High Dividend Equity Inv

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Fund HHDVX Hamlin High Dividend Equity Inv DVY iShares Select Dividend PEY PowerShares High Yld Eq Div Achiev™ ETF  
100% 85% 85%
Annual Fees
(1.45% Exp. Ratio)
(0.39% Exp. Ratio)
(0.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,673.75 $45,038.95 $43,048.07
Est. savings over 30 yrs +$12,365.21 +$10,374.33
As of 12/31/16
1 YR RETURN 14.62%
3 YR 6.32%
5 YR --
10 YR --
1 YR RETURN 21.46%
3 YR 10.99%
5 YR 14.23%
10 YR 6.07%
1 YR RETURN 31.56%
3 YR 16.68%
5 YR 17.14%
10 YR 4.61%
The investment seeks high current income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are primarily common stocks, but may also include shares of real estate investment trusts ("REITS") and interests in master limited partnerships ("MLPs"). The fund may invest in companies of any market capitalizations range, although the Adviser expects to invest fund assets mostly in mid- and large-capitalization companies.
The investment seeks to track the investment results of the Dow Jones U.S. Select Dividend Index composed of relatively high dividend paying U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of a selected group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time.
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.


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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