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DFQTX DFA US Core Equity 2 I

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Fund DFQTX DFA US Core Equity 2 I FSCLX Fidelity® Mid Cap Index Investor IWR iShares Russell Mid-Cap  
100% 92% 91%
Annual Fees
(0.22% Exp. Ratio)
(0.19% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$49,719.29 $50,169.71 $50,019.13
Est. savings over 30 yrs +$450.42 +$299.84
As of 9/30/16
1 YR RETURN 13.58%
3 YR 8.51%
5 YR 16.41%
10 YR 7.07%
1 YR RETURN 14.11%
3 YR 9.49%
5 YR 16.43%
10 YR --
1 YR RETURN 14.04%
3 YR 9.51%
5 YR 16.48%
10 YR 8.16%
The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. companies with a greater emphasis on small capitalization and value companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a free float adjusted market capitalization weighted portfolio of U.S. operating companies listed on the New York Stock Exchange ("NYSE"), NYSE MKT LLC or Nasdaq Global Market® or such other securities exchanges deemed appropriate by the Advisor.
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 Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. 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. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying 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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