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EMCCX Empiric 2500 C

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Fund EMCCX Empiric 2500 C PEXMX T. Rowe Price Extended Equity Market Idx NFO Guggenheim Insider Sentiment ETF  
100% 89% 86%
Annual Fees
(2.57% Exp. Ratio)
(0.35% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$24,324.86 $47,817.66 $44,346.64
Est. savings over 30 yrs +$23,492.80 +$20,021.79
As of 9/30/16
1 YR RETURN 5.09%
3 YR 3.18%
5 YR 10.00%
10 YR 3.17%
1 YR RETURN 12.88%
3 YR 7.31%
5 YR 16.37%
10 YR 8.22%
1 YR RETURN 13.64%
3 YR 6.58%
5 YR 14.24%
10 YR 8.55%
The investment seeks capital appreciation. The fund seeks to achieve its objective by primarily investing in the equity securities of companies included in the Russell 2500 Index. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future.
The investment seeks to track the performance of a benchmark index that measures the investment return of small- and mid-capitalization U.S. stocks. The advisor attempts to match the investment return of small- and mid-capitalization U.S. stocks by seeking to match the performance of its benchmark index, the S&P Completion Index (S&P Index). The S&P Index consists of primarily small- and mid-capitalization stocks and generally includes those U.S. stocks that are not included in the Standard & Poor's 500 Stock Index.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Nasdaq US Insider Sentiment Index. The fund will invest at least 90% of its total assets in securities that comprise the index and depositary receipts representing common stocks included in the index (or underlying securities representing depositary receipts included in the index). The index is designed to track the performance of mid- to large-capitalization U.S. companies.

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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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