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DDDIX 13D Activist I

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Fund DDDIX 13D Activist I EQWM PowerShares Russell Midcap Equal Wt ETF TILT FlexShares Mstar US Mkt Factors Tilt ETF  
100% 86% 86%
Annual Fees
(1.50% Exp. Ratio)
(0.25% Exp. Ratio)
(0.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$33,752.57 $49,272.78 $48,977.26
Est. savings over 30 yrs +$15,520.21 +$15,224.69
As of 9/30/16
1 YR RETURN 10.63%
3 YR 6.90%
5 YR --
10 YR --
1 YR RETURN 16.59%
3 YR 9.16%
5 YR 15.03%
10 YR --
1 YR RETURN 15.00%
3 YR 8.95%
5 YR 16.06%
10 YR --
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 investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Midcap® Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to approximately 800 securities of medium sized companies in the larger U.S. equity market.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar® US Market Factor Tilt IndexSM. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index reflects the performance of a selection of U.S. equity securities that is designed to provide broad exposure to the overall U.S. equities market, with increased exposure (or a "tilt") to small-capitalization stocks and value stocks. It may also invest up to 20% of its assets in cash and cash equivalents.

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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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