Investment Test Drive

PMDEX PMC Diversified Equity

2 lower fee alternatives found

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Fund PMDEX PMC Diversified Equity EEH ELEMENTS SPECTRUM Lg Cp US Sect Mom ETN WMW ELEMENTS Morningstar WideMoat Foc TR ETN  
100% 87% 87%
Annual Fees
(1.41% Exp. Ratio)
(0.75% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$34,715.73 $42,408.78 $42,408.78
Est. savings over 30 yrs +$7,693.05 +$7,693.05
As of 11/30/16
1 YR RETURN 1.83%
3 YR 3.13%
5 YR 9.64%
10 YR --
1 YR RETURN 5.32%
3 YR 6.82%
5 YR 13.21%
10 YR --
1 YR RETURN 16.57%
3 YR 9.32%
5 YR 15.57%
10 YR --
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and non-U.S. companies with varying market capitalizations. It may invest up to 50% of its net assets in foreign securities, including American Depositary Receipts ("ADRs"), European Depositary Receipts ("EDRs") and Global Depositary Receipts ("GDRs"). The fund may invest up to 10% of its net assets in the equity securities of companies located in countries considered to have emerging market economies.
The investment seeks to replicate, net of expenses, the SPECTRUM Large Cap U.S. Sector Momentum Index. The index tracks the value of a notional portfolio composed of the ten sub-indices of the S&P 500. It is based on the relative weights of the sub-indices within the index. The weights of the sub-indices that outperform the S&P 500 Total Return Index are increased in the index, which weights of the sub-indices that underperform are reduced.
The investment seeks to replicate, net of expense, the Morningstar Wide Moat Focus Total Return Index. The index contains companies that have sustainable competitive advantages and that trade at discounts or Morningstar's determination of their fair value. It contains approximately 20 companies.

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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.


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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