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RACLX Conductor Global Equity Value C

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Fund RACLX Conductor Global Equity Value C ROGS Hartford Multifactor Global SmallCap ETF  
Similarity
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100% 85%
Annual Fees
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$314.40
(2.98% Exp. Ratio)
$66.47
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$20,127.15 $41,267.01
Est. savings over 30 yrs +$21,139.85
Return
As of 11/30/16
1 YR RETURN 8.89%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.88%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide long-term risk-adjusted total return. The fund normally invests at least 80% of its assets in equity securities or investments that are economically tied to equity securities. The fund's investment in shares of other investment companies, including exchange-traded funds ("ETFs"), and derivative instruments will be counted toward the 80% Policy to the extent such investments have economic characteristics similar to equity securities. The fund is non-diversified.
The investment seeks to provide seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Risk-Optimized Multifactor Global Small Cap Index. The fund generally invests at least 80 percent of its assets in securities of the index and in depositary receipts representing securities of the index. The index is designed to address risks and opportunities within the global small cap universe by selecting equity securities of companies exhibiting a favorable combination of factor characteristics, including valuation, momentum, and quality.

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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.

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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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