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AMRAX American Growth One A

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Fund AMRAX American Growth One A FMILX Fidelity® New Millennium JENSX Jensen Quality Growth J  
Similarity
?
100% 87% 96%
Annual Fees
?
$647.53
(6.13% Exp. Ratio)
$78.17
(0.74% Exp. Ratio)
$92.96
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$7,758.99 $41,421.79 $39,704.48
Est. savings over 30 yrs +$33,662.80 +$31,945.49
Return
As of 12/31/16
1 YR RETURN 10.58%
3 YR 4.77%
5 YR 13.06%
10 YR 3.13%
1 YR RETURN 14.92%
3 YR 5.98%
5 YR 13.56%
10 YR 8.44%
1 YR RETURN 12.01%
3 YR 8.32%
5 YR 13.81%
10 YR 7.58%
Description
The investment seeks growth of capital. The fund uses a consistent approach to build the fund's security portfolio which is made up primarily of common stocks and securities convertible into common stock. These securities are issued by large companies, and to a lesser extent, small and mid-sized companies. When a company's fundamentals are strong, the managers believe earnings growth will follow.
The investment seeks capital appreciation. The fund normally invests in common stocks. The advisor identifies early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.
The investment seeks long-term capital appreciation. To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Equity securities in which the fund invests as a principal strategy consist primarily of common stocks of U.S. companies. It may purchase securities when they are priced below their intrinsic values as determined by the Adviser. The fund may sell all or part of its position in a company when the Adviser has determined that another qualifying security has a greater opportunity to achieve the fund's objective. It is non-diversified.

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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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