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IPFOX Poplar Forest Outliers Institutional

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Fund IPFOX Poplar Forest Outliers Institutional EQAL PowerShares Russell 1000 Equal Wght ETF MDY SPDR® S&P MidCap 400 ETF  
Similarity
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100% 87% 85%
Annual Fees
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$118.34
(1.12% Exp. Ratio)
$21.13
(0.20% Exp. Ratio)
$26.42
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$37,217.27 $49,136.82 $48,403.63
Est. savings over 30 yrs +$11,919.55 +$11,186.36
Return
As of 11/30/16
1 YR RETURN 9.63%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.20%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.90%
3 YR 9.04%
5 YR 14.42%
10 YR 8.54%
Description
The investment seeks to achieve long-term growth of capital. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It emphasizes investments in medium-sized companies ("mid-caps") that may offer shareholders greater growth prospects than larger businesses without the heightened operational risks of small companies. The fund may invest up to 20% of its net assets in foreign securities and emerging markets and up to 20% of its net assets in convertible securities. It may also invest in options.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell 1000® Equal Weight Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Frank Russell Company compiles and maintains the underlying index, which is composed of all of the securities in the Russell 1000® Index (the "Russell 1000") "equally weighted."
The investment seeks to provide investment results that, before expenses, generally correspond to the price and yield performance of the S&P MidCap 400® Index™. The Trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index (the “Portfolio”), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the index. The index is composed of four hundred (400) selected stocks, all of which are listed on national stock exchanges, and span a broad range of major industry groups.

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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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