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MRCEX Meridian Equity Income C

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Fund MRCEX Meridian Equity Income C VHCOX Vanguard Capital Opportunity Inv FMILX Fidelity® New Millennium  
Similarity
?
100% 88% 87%
Annual Fees
?
$211.28
(2.00% Exp. Ratio)
$47.54
(0.45% Exp. Ratio)
$78.17
(0.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$28,276.42 $45,277.25 $41,483.01
Est. savings over 30 yrs +$17,000.83 +$13,206.59
Return
As of 12/31/16
1 YR RETURN 10.29%
3 YR 4.12%
5 YR 9.50%
10 YR 4.61%
1 YR RETURN 10.56%
3 YR 10.48%
5 YR 17.89%
10 YR 9.06%
1 YR RETURN 14.92%
3 YR 5.98%
5 YR 13.56%
10 YR 8.44%
Description
The investment seeks long-term growth of capital along with income as a component of total return. The fund will invest at least 80% of its net assets in equity securities. Equity securities include, but are not limited to, common and preferred stocks as well as convertible securities, such as options, in domestic and foreign companies. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.
The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size, however; the advisor may emphasize mid-cap stocks. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.
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.

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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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