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LSAGX Loomis Sayles Global Growth A

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Fund LSAGX Loomis Sayles Global Growth A FIEG DB FI Enhanced Global High Yield ETN FLQG Franklin LibertyQ Global Equity ETF  
Similarity
?
100% 89% 86%
Annual Fees
?
$137.16
(1.30% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$36.93
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$33,695.35 $48,419.47 $44,913.25
Est. savings over 30 yrs +$14,724.12 +$11,217.90
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. Under normal market conditions, the fund will invest primarily in equity securities, including common stocks and depositary receipts. It will invest in securities that provide exposure to no fewer than three countries, which may include the U.S. In addition, the fund will invest at least 40% of its assets in securities of companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or companies that have been formed under the laws of non-U.S. countries.
FI Enhanced Global High Yield Exchange Traded Notes Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Equity Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries that have favorable exposure to multiple investment style factors.

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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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