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CZA Guggenheim Mid-Cap Core ETF

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Fund CZA Guggenheim Mid-Cap Core ETF FSCLX Fidelity® Mid Cap Index Investor JKG iShares Morningstar Mid-Cap  
100% 88% 89%
Annual Fees
(0.65% Exp. Ratio)
(0.19% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$43,677.33 $50,169.71 $49,272.78
Est. savings over 30 yrs +$6,492.38 +$5,595.45
As of 9/30/16
1 YR RETURN 14.07%
3 YR 9.01%
5 YR 16.41%
10 YR --
1 YR RETURN 14.11%
3 YR 9.49%
5 YR 16.43%
10 YR --
1 YR RETURN 14.13%
3 YR 10.74%
5 YR 17.39%
10 YR 8.83%
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an index called the Zacks Mid-Cap Core Index. The fund will invest at least 90% of its total assets in securities that comprise the index and depositary receipts representing securities that comprise the index. It generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is comprised of 140 securities selected, based on investment and other criteria, from a universe of mid-capitalization securities including MLPs, ADRs and BDCs.
The investment seeks to provide investment results that correspond to the total return of stocks of mid-capitalization United States companies. The fund invests normally at least 80% of assets in securities included in the Russell Midcap® Index. It lends securities to earn income.
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.

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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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