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LTGCX Victory CEMP Global High Div Defesv C

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Fund LTGCX Victory CEMP Global High Div Defesv C FIEG DB FI Enhanced Global High Yield ETN  
Similarity
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100% 89%
Annual Fees
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$269.03
(2.55% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$22,975.43 $48,391.94
Est. savings over 30 yrs +$25,416.51
Return
As of 10/31/16
1 YR RETURN 4.83%
3 YR 3.27%
5 YR 4.86%
10 YR --
1 YR RETURN 5.83%
3 YR 4.36%
5 YR --
10 YR --
Description
The investment seeks to achieve long-term capital appreciation and dividend income. The fund seeks to achieve its investment objective by investing primarily in a mix of underlying mutual funds and exchange-traded funds ("ETFs"), including affiliated underlying funds ("Victory Funds") advised by the fund's investment adviser, Victory Capital Management Inc. (the "Adviser"). Under normal circumstances, it invests at least 40% of its assets in companies organized in multiple countries outside of the U.S., either directly or indirectly through the underlying funds.
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”).

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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

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