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MRFOX Marshfield Concentrated Opportunity

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Fund MRFOX Marshfield Concentrated Opportunity CAPX Elkhorn S&P 500 Capital Expenditures FZACX Fidelity Advisor® Diversified Stock Z  
Similarity
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100% 86% 85%
Annual Fees
?
$116.30
(1.10% Exp. Ratio)
$30.66
(0.29% Exp. Ratio)
$57.09
(0.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,139.92 $48,713.86 $45,179.84
Est. savings over 30 yrs +$10,573.94 +$7,039.92
Return
As of 12/31/16
1 YR RETURN 14.78%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.44%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.06%
3 YR 7.18%
5 YR 14.57%
10 YR 7.27%
Description
The investment seeks the duel goals of capital preservation and the long-term growth of principal, while targeting a pattern of performance at variance with that of the market. The fund seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States ("U.S.") securities exchanges or over-the-counter markets that exhibit low valuations based on the Adviser's analysis of the companies' intrinsic value. The fund may invest in companies of any capitalization size, including large-cap, mid-cap and small-cap companies. The fund is non-diversified.
The investment seeks to correspond to the price and yield of the S&P 500® Capex Efficiency Index (the "index"). The index consists of 100 securities of the S&P 500 that have exhibited high capital expenditures efficiency. The fund generally will invest at least 90% of its total assets in common stocks that comprise the index. Its investment advisor seeks a correlation of 0.95 or better (before fees and expenses) between the fund's performance and the performance of the index; a figure of 1.00 would represent perfect correlation. The fund is non-diversified.
The investment seeks capital growth. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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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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