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ACMHX American Century Adaptive All Cap Instl

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Fund ACMHX American Century Adaptive All Cap Instl JKG iShares Morningstar Mid-Cap KNOW Direxion All Cap Insider Sentiment ETF  
100% 87% 90%
Annual Fees
(0.96% Exp. Ratio)
(0.25% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$39,768.47 $49,272.78 $43,677.33
Est. savings over 30 yrs +$9,504.31 +$3,908.86
As of 9/30/16
1 YR RETURN 12.69%
3 YR 9.84%
5 YR 14.99%
10 YR 7.58%
1 YR RETURN 14.13%
3 YR 10.74%
5 YR 17.39%
10 YR 8.83%
1 YR RETURN 13.61%
3 YR 12.92%
5 YR --
10 YR --
The investment seeks long-term capital growth. The fund invests in small-, medium- and large capitalization stocks as defined by Lipper, with approximately 25% to 50% of assets invested in each category during normal market conditions. The fund manager uses a quantitative investment process designed to identify common stocks of companies that currently have, or are expected to have, earnings and revenues that are not only growing, but growing at an accelerating rate, and that also have strong price momentum.
The investment seeks to track the investment results of the Morningstar® Mid Core IndexSM composed of mid-capitalization U.S. equities. 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 stocks issued by mid-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
The investment seeks investment results before fees and expenses that track the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index. The index is composed of 100 stocks selected from the S&P 1500® by Sabrient Systems LLC using a quantitative methodology. 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.


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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