Investment Test Drive

CEECX JPMorgan Sec Cptl US Cor Rl Estt Secs C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund CEECX JPMorgan Sec Cptl US Cor Rl Estt Secs C RENTX Shelton Real Estate Income Investor  
Similarity
?
100% 92%
Annual Fees
?
$177.40
(1.68% Exp. Ratio)
$149.95
(1.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$30,819.68 $33,360.80
Est. savings over 30 yrs +$2,541.12
Return
As of 10/31/16
1 YR RETURN 4.81%
3 YR 7.73%
5 YR 7.80%
10 YR --
1 YR RETURN 8.75%
3 YR 10.53%
5 YR --
10 YR --
Description
The investment seeks a risk-adjusted total return over the long term by investing primarily in real estate securities. The fund normally invests at least 80% of its assets in securities of publicly traded real estate companies operating in the United States. The advisor intends to allocate investments across securities of publicly traded real estate companies and cash as follows: 25-75% common stock, 25-75% senior securities and cash. It may also invest up to 20% of its assets in cash and cash equivalents including U.S. government obligations and securities. The fund is non-diversified.
The investment seeks to provide current income with the potential for capital appreciation. The fund invests substantially all (and under normal market conditions, at least 80%) of its net assets (plus any borrowings for investment purposes) in income producing real estate securities. It invests in both equity and debt securities, and invests to a substantial degree in securities issued by REITs. The fund may invest up to 15% of its net assets in illiquid securities. It is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!