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OLD The Long-Term Care ETF

1 lower fee alternative found

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Fund OLD The Long-Term Care ETF RORE Hartford Multifactor REIT ETF  
Similarity
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100% 87%
Annual Fees
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$52.80
(0.50% Exp. Ratio)
$47.52
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$44,082.33 $44,751.75
Est. savings over 30 yrs +$669.42
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
Description
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of an index which is designed to track the performance of companies globally that are positioned to profit from providing long-term care to the aging population, including companies owning or operating senior living facilities, nursing services, specialty hospitals, and senior housing, biotech companies for age-related illnesses, and companies that sell products and services to such facilities. The fund invests at least 80% of its net assets in the stocks that comprise the Solactive Long-Term Care Index. It is non-diversified.
The investment seeks to track the investment results of the Hartford Risk-Optimized Multifactor REIT Index. The fund generally will invest at least 80 percent of its net assets (plus the amount of borrowings for investment purposes) in securities of REITs. The index is designed to capture the income and growth potential of investing within the U.S. REIT universe. The Strategy selects equity securities of REITs exhibiting a favorable combination of factor characteristics, including quality, momentum, and value. 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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