Investment Test Drive

LGASX ClearBridge Small Cap FI

1 lower fee alternative found

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Fund LGASX ClearBridge Small Cap FI QLSCX Federated MDT Small Cap Core R6  
Similarity
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100% 90%
Annual Fees
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$148.00
(1.40% Exp. Ratio)
$93.03
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$34,711.03 $40,644.23
Est. savings over 30 yrs +$5,933.20
Return
As of 10/31/16
1 YR RETURN 9.47%
3 YR 7.18%
5 YR 12.72%
10 YR 4.57%
1 YR RETURN 10.14%
3 YR 7.25%
5 YR 14.83%
10 YR 4.78%
Description
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. (The fund does not currently intend to borrow for investment purposes.)
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

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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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