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HMVJX Hartford MidCap Value I

6 lower fee alternatives found

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Fund HMVJX Hartford MidCap Value I EZM WisdomTree MidCap Earnings ETF FMEIX Fidelity® Mid Cap Enhanced Index  
Similarity
?
100% 92% 87%
Annual Fees
?
$97.21
(0.92% Exp. Ratio)
$40.15
(0.38% Exp. Ratio)
$63.40
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$39,544.23 $46,547.81 $43,560.68
Est. savings over 30 yrs +$7,003.59 +$4,016.46
Return
As of 11/30/16
1 YR RETURN 6.60%
3 YR 7.21%
5 YR 14.88%
10 YR 7.31%
1 YR RETURN 11.43%
3 YR 7.49%
5 YR 15.06%
10 YR --
1 YR RETURN 8.84%
3 YR 8.30%
5 YR 14.96%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its assets in mid-capitalization companies, focusing on securities that the sub-adviser believes are undervalued in the marketplace. The sub-adviser 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 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.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell Midcap® Index, which is a market capitalization-weighted index designed to measure the performance of the mid-cap segment of the U.S. equity market.

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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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