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MXKJX Great-West Goldman Sachs Md Cp Val Instl

2 lower fee alternatives found

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Fund MXKJX Great-West Goldman Sachs Md Cp Val Instl XMLV PowerShares S&P MidCap Low Volatil ETF PEY PowerShares High Yld Eq Div Achiev™ ETF  
Similarity
?
100% 93% 89%
Annual Fees
?
$95.00
(0.90% Exp. Ratio)
$26.39
(0.25% Exp. Ratio)
$57.00
(0.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$38,610.88 $46,977.21 $43,048.07
Est. savings over 30 yrs +$8,366.33 +$4,437.19
Return
As of 12/31/16
1 YR RETURN 20.76%
3 YR 10.52%
5 YR 15.82%
10 YR --
1 YR RETURN 21.60%
3 YR 14.84%
5 YR --
10 YR --
1 YR RETURN 31.56%
3 YR 16.68%
5 YR 17.14%
10 YR 4.61%
Description
The investment seeks long-term growth of capital. The fund will, under normal circumstances, invest at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) in a broadly diversified portfolio of equity investments in mid-cap U.S. issuers, including foreign issuers that are traded in the United States. Most of these issuers will have public stock market capitalizations (based upon shares available for trading on an unrestricted basis) similar to that of the range of the market capitalization of companies constituting the Russell Midcap® Value Index at the time of investment.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P MidCap 400® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 80 securities that it has determined have the lowest volatility over the past 12 months out of the 400 medium capitalization range securities that are contained in the S&P MidCap 400® Index. It 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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