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JMVQX JPMorgan Mid Cap Value R4

2 lower fee alternatives found

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Fund JMVQX JPMorgan Mid Cap Value R4 TMSIX Thrivent Mid Cap Stock S TTFS AdvisorShares Wilshire Buyback ETF  
Similarity
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100% 94% 92%
Annual Fees
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$105.67
(1.00% Exp. Ratio)
$75.02
(0.71% Exp. Ratio)
$95.10
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$38,679.76 $42,227.29 $39,869.20
Est. savings over 30 yrs +$3,547.53 +$1,189.44
Return
As of 12/31/16
1 YR RETURN 14.53%
3 YR 8.80%
5 YR 15.41%
10 YR 8.51%
1 YR RETURN 28.63%
3 YR 13.16%
5 YR 17.61%
10 YR 8.93%
1 YR RETURN 18.94%
3 YR 10.42%
5 YR 17.23%
10 YR --
Description
The investment seeks growth from capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap Value Index and/or between $1 billion and $20 billion at the time of purchase.
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.
The investment seeks to generate long-term capital appreciation. The fund is an actively managed exchange-traded fund that seeks to achieve its investment objective by primarily investing in the broad U.S. equity market. It invests in stocks with liquidity and fundamental characteristics that are historically associated with superior long-term performance. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities with ongoing share repurchases.

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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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