Investment Test Drive

STMMX Sterling Capital Stratton Rl Estt A

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 STMMX Sterling Capital Stratton Rl Estt A KBWY PowerShares KBW Premium Yld Eq REIT ETF  
Similarity
?
100% 89%
Annual Fees
?
$109.83
(1.04% Exp. Ratio)
$36.96
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$37,517.91 $46,213.32
Est. savings over 30 yrs +$8,695.41
Return
As of 11/30/16
1 YR RETURN 4.51%
3 YR 10.90%
5 YR 11.55%
10 YR 5.03%
1 YR RETURN 23.06%
3 YR 12.56%
5 YR 16.33%
10 YR --
Description
The investment seeks total return through investment in real estate securities. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs").
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.

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!