Investment Test Drive

JPINX JPMorgan Realty Income R6

8 lower fee alternatives found

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Fund JPINX JPMorgan Realty Income R6 SCHH Schwab US REIT ETF™ FSRVX Fidelity® Real Estate Index Premium  
Similarity
?
100% 93% 93%
Annual Fees
?
$71.81
(0.68% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$9.50
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$41,751.63 $50,170.53 $49,870.17
Est. savings over 30 yrs +$8,418.90 +$8,118.54
Return
As of 10/31/16
1 YR RETURN 2.74%
3 YR 9.68%
5 YR 10.43%
10 YR 4.50%
1 YR RETURN 4.89%
3 YR 10.53%
5 YR 11.05%
10 YR --
1 YR RETURN 4.89%
3 YR 10.48%
5 YR 11.02%
10 YR --
Description
The investment seeks high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund may also invest up to 15% of net assets in illiquid holdings. It is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Select REIT IndexTM. The fund invests at least 90% of its net assets in securities included in the index. It generally gives the same weight to a given security as the index does. The index is a float-adjusted market capitalization weighted index comprised of real estate investment trusts ("REITs"). The fund may invest up to 10% of its net assets in securities not included in its index.
The investment seeks to provide investment results that correspond to the total return of equity REITs and other real estate-related investments. The fund normally invests at least 80% of assets in securities included in the Dow Jones U.S. Select Real Estate Securities Index℠. It lends securities to earn income for the fund. The fund is non-diversified.

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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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