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HCAIX Harbor Capital Appreciation Inv

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Fund HCAIX Harbor Capital Appreciation Inv SCHG Schwab US Large-Cap Growth ETF™ IUSG iShares Core Russell US Growth  
100% 88% 88%
Annual Fees
(1.02% Exp. Ratio)
(0.06% Exp. Ratio)
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,110.17 $50,909.38 $50,756.78
Est. savings over 30 yrs +$12,799.20 +$12,646.61
As of 9/30/16
1 YR RETURN 8.63%
3 YR 10.86%
5 YR 15.57%
10 YR 8.27%
1 YR RETURN 12.11%
3 YR 11.81%
5 YR 17.05%
10 YR --
1 YR RETURN 13.62%
3 YR 11.31%
5 YR 16.40%
10 YR 8.62%
The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadviser considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the Subadviser expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors.
The investment seeks to track the investment results of the Russell 3000 Growth Index (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of equity securities of Russell 3000 Index issuers with relatively higher price-to-book ratios and higher forecasted growth.

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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.

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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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