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JMEZX JPMorgan Market Expansion Enh Idx R2

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Fund JMEZX JPMorgan Market Expansion Enh Idx R2 TMSIX Thrivent Mid Cap Stock S  
100% 89%
Annual Fees
(0.83% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$40,719.30 $42,223.70
Est. savings over 30 yrs +$1,504.39
As of 12/31/16
1 YR RETURN 21.19%
3 YR 9.20%
5 YR 15.52%
10 YR 8.20%
1 YR RETURN 28.63%
3 YR 13.16%
5 YR 17.61%
10 YR 8.93%
The investment seeks to provide investment results that correspond to or incrementally exceed the total return performance of an index that tracks the performance of the small- and mid-capitalization equity markets. Under normal circumstances, the fund will hold at least 80% of its assets in stocks in the S&P 1000 Index. "Assets" means net assets, plus the amount of borrowings for investment purposes. The S&P 1000 Index is an index which includes stocks of small- and mid-capitalization companies. These securities trade on national exchanges, as well as over-the-counter as part of the National Market System.
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of mid-sized companies. The Adviser focuses mainly on the securities of mid-sized U.S. companies which have market capitalizations similar to those included in widely known indices such as the Russell Midcap® Index or the S&P MidCap 400 Index.

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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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