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LREOX Lazard US Realty Equity Open

3 lower fee alternatives found

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Fund LREOX Lazard US Realty Equity Open KBWY PowerShares KBW Premium Yld Eq REIT ETF FRESX Fidelity® Real Estate Investment Port  
100% 88% 93%
Annual Fees
(1.32% Exp. Ratio)
(0.35% Exp. Ratio)
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$34,374.51 $46,097.93 $40,489.18
Est. savings over 30 yrs +$11,723.42 +$6,114.67
As of 9/30/16
1 YR RETURN 15.19%
3 YR 12.13%
5 YR 16.18%
10 YR --
1 YR RETURN 29.27%
3 YR 12.39%
5 YR 17.33%
10 YR --
1 YR RETURN 20.80%
3 YR 14.91%
5 YR 16.32%
10 YR 6.17%
The investment seeks long-term capital appreciation, with current income, including interest and dividends from portfolio securities, as a secondary objective. Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities (including common, convertible and preferred stocks) of U.S. Realty Companies, as well as certain synthetic instruments related to U.S. Realty Companies. Such synthetic instruments are investments that have economic characteristics similar to the Portfolio's direct investments in U.S. Realty Companies and may include warrants, rights, options and shares of ETFs. The fund 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.
The investment seeks above-average income and long-term capital growth, consistent with reasonable investment risk. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. 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.


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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