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GTTUX Goldman Sachs Small Cp Val Insghts R6

1 lower fee alternative found

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Fund GTTUX Goldman Sachs Small Cp Val Insghts R6 FDM First Trust Dow Jones Sel MicroCap ETF  
Similarity
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100% 90%
Annual Fees
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$86.63
(0.82% Exp. Ratio)
$63.39
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$40,647.15 $43,440.87
Est. savings over 30 yrs +$2,793.72
Return
As of 12/31/16
1 YR RETURN 31.60%
3 YR 9.98%
5 YR 14.60%
10 YR --
1 YR RETURN 35.46%
3 YR 11.97%
5 YR 18.45%
10 YR 7.33%
Description
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a broadly diversified portfolio of equity investments in small-cap U.S. issuers, including foreign issuers that are traded in the United States. For the purposes of this restriction, "small-cap U.S. issuers" have public stock market capitalizations of companies constituting the Russell 2000® Index.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Select MicroCap Index(SM). The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is comprised of selected U.S. micro-capitalization companies chosen from all common stocks traded on the New York Stock Exchange, the NYSE MKT and NASDAQ(R) with limited partnerships excluded. It will normally invest at least 80% of its net assets in common stocks of U.S. micro-capitalization companies which are publicly traded in the United States.

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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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