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CRIMX CRM Mid Cap Value Instl

1 lower fee alternative found

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Fund CRIMX CRM Mid Cap Value Instl TMSIX Thrivent Mid Cap Stock S  
100% 93%
Annual Fees
(0.86% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$40,990.89 $42,892.88
Est. savings over 30 yrs +$1,901.99
As of 9/30/16
1 YR RETURN 17.36%
3 YR 9.05%
5 YR 15.17%
10 YR 7.42%
1 YR RETURN 22.65%
3 YR 12.61%
5 YR 17.97%
10 YR 8.37%
The investment seeks long-term capital appreciation. The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell Midcap Value Index ("mid cap companies") that are publicly traded on a U.S. securities market.
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of mid-sized companies. The Adviser focuses mainly on the securities of mid-sized U.S. companies which have market capitalizations similar to those included in widely known indices such as the Russell Midcap® Index or the S&P MidCap 400 Index.

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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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