Investment Test Drive

LMCCX Lord Abbett Mid Cap Stock C

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Fund LMCCX Lord Abbett Mid Cap Stock C IJH iShares Core S&P Mid-Cap NOMIX Northern Mid Cap Index  
Similarity
?
100% 90% 90%
Annual Fees
?
$185.96
(1.76% Exp. Ratio)
$7.40
(0.07% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$30,601.79 $51,047.31 $49,835.44
Est. savings over 30 yrs +$20,445.52 +$19,233.65
Return
As of 10/31/16
1 YR RETURN 4.68%
3 YR 6.31%
5 YR 10.78%
10 YR 4.64%
1 YR RETURN 6.19%
3 YR 6.97%
5 YR 12.82%
10 YR 8.26%
1 YR RETURN 6.13%
3 YR 6.90%
5 YR 12.75%
10 YR 8.11%
Description
The investment seeks capital appreciation through investments, primarily in equity securities, which are believed to be undervalued in the marketplace. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. It may invest in U.S. and foreign (including emerging market) companies. Foreign companies may be traded on U.S. or non-U.S. securities exchanges, may be denominated in the U.S. dollar or other currencies, and may include American Depositary Receipts ("ADRs").
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 to provide investment results approximating the overall performance of the common stocks included in the Standard & Poor's MidCap 400® Composite Stock Price Index. The fund will invest substantially all (and at least 80%) of its net assets in equity securities included in the S&P MidCap 400 Index, in weightings that approximate the relative composition of securities contained in the S&P MidCap 400 Index, and in S&P MidCap 400 Index futures approved by the Commodity Futures Trading Commission.

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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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