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MSSFX Litman Gregory Masters Smlr Coms Instl

15 lower fee alternatives found

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Fund MSSFX Litman Gregory Masters Smlr Coms Instl SFSNX Schwab Fundamental US Small Company Idx VEVFX Vanguard Explorer Value Inv  
Similarity
?
100% 85% 87%
Annual Fees
?
$168.08
(1.59% Exp. Ratio)
$37.00
(0.35% Exp. Ratio)
$68.71
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$32,693.54 $47,599.68 $43,483.16
Est. savings over 30 yrs +$14,906.15 +$10,789.62
Return
As of 11/30/16
1 YR RETURN 10.09%
3 YR -0.28%
5 YR 9.75%
10 YR 5.03%
1 YR RETURN 14.10%
3 YR 8.03%
5 YR 14.98%
10 YR --
1 YR RETURN 12.03%
3 YR 7.11%
5 YR 14.71%
10 YR --
Description
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. Under normal market conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-sized U.S. companies. The advisor defines a "smaller company" as one whose market capitalization falls below the market capitalization of the largest company in the Russell 2500® Index.
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI U.S. Small Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI U.S. Small Company Index (the index). The index measures the performance of the small company size segment by fundamental overall company scores (scores), which are created using as the universe the companies in the Russell 3000® Index (the Russell Index).
The investment seeks to provide long-term capital appreciation. The fund invests mainly in the stocks of small and mid-size U.S. companies, choosing stocks considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and are trading at prices that an advisor feels are below average in relation to measures such as cash flow and book value. These stocks may have above-average dividend yields. The fund uses multiple investment advisors.

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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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