Investment Test Drive

RORE Hartford Multifactor REIT ETF

15 lower fee alternatives found

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Fund RORE Hartford Multifactor REIT ETF SCHH Schwab US REIT ETF™ FREL Fidelity® MSCI Real Estate ETF  
100% 95% 95%
Annual Fees
(0.45% Exp. Ratio)
(0.07% Exp. Ratio)
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$44,730.14 $50,146.31 $49,935.97
Est. savings over 30 yrs +$5,416.17 +$5,205.83
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.54%
3 YR 14.17%
5 YR 15.45%
10 YR --
1 YR RETURN 19.13%
3 YR --
5 YR --
10 YR --
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.
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 returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Real Estate Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Real Estate Index, which represents the performance of the real estate sector in the U.S. equity market. The fund may or may not hold all of the securities in the MSCI USA IMI Real Estate Index. 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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