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AIGYX Alpine Realty Income & Growth Instl

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Fund AIGYX Alpine Realty Income & Growth Instl KBWY PowerShares KBW Premium Yld Eq REIT ETF  
Similarity
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100% 87%
Annual Fees
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$133.07
(1.26% Exp. Ratio)
$36.96
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$35,155.58 $46,293.47
Est. savings over 30 yrs +$11,137.88
Return
As of 12/31/16
1 YR RETURN 8.03%
3 YR 13.80%
5 YR 12.23%
10 YR 3.93%
1 YR RETURN 33.05%
3 YR 14.81%
5 YR 16.60%
10 YR --
Description
The investment seeks a high level of current income; capital appreciation is a secondary objective. The fund invests 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers which (i) are principally engaged in the real estate industry, (ii) are principally engaged in real estate financing or (iii) control real estate assets with an aggregate estimated value equal to no less than 50% of such issuer's assets. It may invest up to 35% of its net assets in the securities of foreign issuers. The fund may invest in companies of any market capitalization. It is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Premium Yield Equity REIT Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of small- and mid-cap equity REITs in the United States that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying 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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