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DDDIX 13D Activist I

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Fund DDDIX 13D Activist I EWMC Guggenheim S&P MidCap 400® Equal Wt ETF SPMIX Shelton S&P Midcap Index Direct  
Similarity
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100% 86% 85%
Annual Fees
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$158.49
(1.50% Exp. Ratio)
$43.32
(0.41% Exp. Ratio)
$61.28
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$33,156.25 $46,126.50 $43,821.91
Est. savings over 30 yrs +$12,970.25 +$10,665.66
Return
As of 11/30/16
1 YR RETURN 11.24%
3 YR 7.69%
5 YR --
10 YR --
1 YR RETURN 15.77%
3 YR 8.79%
5 YR 14.33%
10 YR --
1 YR RETURN 13.68%
3 YR 9.28%
5 YR 14.44%
10 YR 8.44%
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 correspond as closely as possible, before fees and expenses, to the price and yield performance of the S&P MidCap 400® Equal Weight Index (the "underlying index"). The fund invests primarily in equity securities to meet its investment objective of replicating the underlying index as closely as possible, before fees and expenses. The underlying index is an unmanaged equal weighted version of the S&P MidCap 400 ® Index, which measures the performance of the mid-cap segment of the U.S. equity universe. The fund is non-diversified.
The investment seeks to replicate the performance of medium-sized U.S. companies as measured by the S&P MidCap 400 Index. The S&P MidCap 400 Index includes the common stocks of 400 medium-sized U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P MidCap 400 Index so that the weighting of each stock in the portfolio approximates the index. The fund normally invests at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the 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.

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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".

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