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DDDAX 13D Activist A

2 lower fee alternatives found

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Fund DDDAX 13D Activist A EZM WisdomTree MidCap Earnings ETF BRAGX Bridgeway Aggressive Investors 1  
Similarity
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100% 86% 91%
Annual Fees
?
$184.92
(1.75% Exp. Ratio)
$40.15
(0.38% Exp. Ratio)
$66.57
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$30,787.02 $46,643.06 $43,256.33
Est. savings over 30 yrs +$15,856.04 +$12,469.30
Return
As of 12/31/16
1 YR RETURN 19.25%
3 YR 6.87%
5 YR 14.99%
10 YR --
1 YR RETURN 19.71%
3 YR 7.38%
5 YR 15.38%
10 YR --
1 YR RETURN 19.47%
3 YR 7.40%
5 YR 16.45%
10 YR 4.46%
Description
The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist situation as one where an investor holds more than 5% of a company's shares and either (A) has a history of activist investing and/or (B) has a publicly disclosed catalyst for change such as seeking Board seats, improving operations and/or corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. The fund is non-diversified.
The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time. The fund invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE MKT and NASDAQ. It may invest in stocks for which there is relatively low market liquidity, as periodically determined by the Adviser based on the stock's trading volume.

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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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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

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