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JGMAX Janus Triton A

3 lower fee alternatives found

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Fund JGMAX Janus Triton A VIOG Vanguard S&P Small-Cap 600 Growth ETF JATTX Janus Triton T  
Similarity
?
100% 87% 100%
Annual Fees
?
$116.14
(1.10% Exp. Ratio)
$21.12
(0.20% Exp. Ratio)
$97.14
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$36,623.35 $48,060.20 $38,676.68
Est. savings over 30 yrs +$11,436.85 +$2,053.34
Return
As of 11/30/16
1 YR RETURN 6.84%
3 YR 7.93%
5 YR 13.83%
10 YR 10.68%
1 YR RETURN 12.67%
3 YR 8.27%
5 YR 15.46%
10 YR --
1 YR RETURN 7.05%
3 YR 8.16%
5 YR 14.07%
10 YR 10.89%
Description
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. In pursuing that objective, it invests in equity securities of small- and medium-sized companies. Generally, small- and medium-sized companies have a market capitalization of less than $10 billion. Market capitalization is a commonly used measure of the size and value of a company. The fund may also invest in foreign securities, which may include investments in emerging markets.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P SmallCap 600® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P SmallCap 600 Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. In pursuing that objective, it invests in equity securities of small- and medium-sized companies. Generally, small- and medium-sized companies have a market capitalization of less than $10 billion. Market capitalization is a commonly used measure of the size and value of a company. The fund may also invest in foreign securities, which may include investments in emerging markets.

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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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