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MFVAX MassMutual Select Focused Value A

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Fund MFVAX MassMutual Select Focused Value A SIZE iShares Edge MSCI USA Size Factor TILT FlexShares Mstar US Mkt Factors Tilt ETF  
Similarity
?
100% 87% 88%
Annual Fees
?
$135.33
(1.28% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$26.43
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$36,116.61 $50,815.33 $49,310.54
Est. savings over 30 yrs +$14,698.71 +$13,193.93
Return
As of 11/30/16
1 YR RETURN 9.36%
3 YR 6.36%
5 YR 14.24%
10 YR 8.31%
1 YR RETURN 9.42%
3 YR 9.86%
5 YR --
10 YR --
1 YR RETURN 11.04%
3 YR 8.03%
5 YR 14.41%
10 YR --
Description
The investment seeks growth of capital over the long-term. The fund invests primarily in equity securities of U.S. companies that the fund's subadviser believes are undervalued. It typically invests most of its assets in equity securities of U.S. companies, but may invest in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities. The fund generally will not invest more than 25% of its total assets in foreign securities, and will not invest more than 5% of its total assets in emerging market securities. It is non-diversified.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® US Market Factor Tilt IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index reflects the performance of a selection of U.S. equity securities that is designed to provide broad exposure to the overall U.S. equities market, with increased exposure (or a "tilt") to small-capitalization stocks and value stocks. It may also invest up to 20% of its assets in cash and cash equivalents.

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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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