Investment Test Drive

HBMVX Hartford MidCap Value HLS IB

7 lower fee alternatives found

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Fund HBMVX Hartford MidCap Value HLS IB VSEQX Vanguard Strategic Equity Inv EZM WisdomTree MidCap Earnings ETF  
Similarity
?
100% 91% 92%
Annual Fees
?
$115.17
(1.09% Exp. Ratio)
$22.19
(0.21% Exp. Ratio)
$40.15
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$37,558.58 $48,990.72 $46,547.81
Est. savings over 30 yrs +$11,432.14 +$8,989.23
Return
As of 11/30/16
1 YR RETURN 6.52%
3 YR 7.11%
5 YR 14.83%
10 YR 7.17%
1 YR RETURN 10.58%
3 YR 9.87%
5 YR 16.61%
10 YR 7.23%
1 YR RETURN 11.43%
3 YR 7.49%
5 YR 15.06%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund normally seeks to achieve its investment objective by investing at least 80% of its assets in mid-capitalization companies. It defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.
The investment seeks long-term capital appreciation. The fund invests in small- and mid-capitalization domestic equity securities based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers. The advisor does this by using a quantitative process to evaluate all of the securities in the benchmark, the MSCI US Small + Mid Cap 2200 Index, while seeking to maintain a risk profile similar to that of the index. At least 80% of its assets will be invested in equity securities.
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.

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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.

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

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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