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MPGEX Meritage Growth Equity Investor

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Fund MPGEX Meritage Growth Equity Investor JENSX Jensen Quality Growth J MINVX Madison Investors Y  
100% 87% 87%
Annual Fees
(1.28% Exp. Ratio)
(0.88% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$35,154.63 $39,688.70 $38,856.39
Est. savings over 30 yrs +$4,534.07 +$3,701.77
As of 12/31/16
1 YR RETURN 11.30%
3 YR 8.08%
5 YR --
10 YR --
1 YR RETURN 12.01%
3 YR 8.32%
5 YR 13.81%
10 YR 7.58%
1 YR RETURN 12.97%
3 YR 8.09%
5 YR 13.21%
10 YR 6.20%
The investment seeks growth of capital. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities. It principally invests in exchange-traded common stocks of domestic companies. Up to 35% of the fund's total assets may be invested in the common stock (or its equivalent) of and American Depositary Receipts ("ADRs") relating to foreign companies (including those located in emerging markets) that trade in the U.S. ADRs are issued by U.S. banks (depositories) and represent ownership interests in securities of foreign companies that are deposited with those banks.
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.
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality, growth companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 25% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.

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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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