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RLLGX American Funds SMALLCAP World R6

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Fund RLLGX American Funds SMALLCAP World R6 FIEG DB FI Enhanced Global High Yield ETN  
Similarity
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100% 89%
Annual Fees
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$74.91
(0.71% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$40,283.01 $48,408.46
Est. savings over 30 yrs +$8,125.45
Return
As of 11/30/16
1 YR RETURN 3.84%
3 YR 4.18%
5 YR 11.68%
10 YR 5.87%
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. Normally the fund invests at least 80% of its net assets in growth-oriented common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations. The investment adviser currently defines "small market capitalization" companies to be companies with market capitalizations of $4.0 billion or less. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.
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

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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