Investment Test Drive

HMVIX Hartford MidCap Value HLS IA

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Fund HMVIX Hartford MidCap Value HLS IA IJH iShares Core S&P Mid-Cap VSEQX Vanguard Strategic Equity Inv  
Similarity
?
100% 93% 90%
Annual Fees
?
$88.76
(0.84% Exp. Ratio)
$7.40
(0.07% Exp. Ratio)
$22.19
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$40,596.30 $51,199.72 $49,090.97
Est. savings over 30 yrs +$10,603.41 +$8,494.67
Return
As of 12/31/16
1 YR RETURN 12.82%
3 YR 6.45%
5 YR 15.21%
10 YR 7.38%
1 YR RETURN 20.63%
3 YR 8.95%
5 YR 15.23%
10 YR 9.04%
1 YR RETURN 17.92%
3 YR 9.74%
5 YR 17.34%
10 YR 7.55%
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 to track the investment results of the S&P MidCap 400® (the "underlying 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.
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.

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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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