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PEDGX Principal EDGE MidCap Institutional

2 lower fee alternatives found

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Fund PEDGX Principal EDGE MidCap Institutional SPUN VanEck Vectors Global Spin-Off ETF TMSIX Thrivent Mid Cap Stock S  
100% 87% 92%
Annual Fees
(0.80% Exp. Ratio)
(0.55% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$41,741.69 $45,015.65 $42,892.88
Est. savings over 30 yrs +$3,273.96 +$1,151.19
As of 9/30/16
1 YR RETURN 19.83%
3 YR --
5 YR --
10 YR --
1 YR RETURN 23.23%
3 YR --
5 YR --
10 YR --
1 YR RETURN 22.65%
3 YR 12.61%
5 YR 17.97%
10 YR 8.37%
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of each purchase. It invests in foreign securities and real estate investment trust securities. The fund invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Horizon Kinetics Global Spin-Off Index. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of securities of companies that have been spun-off from a parent company and are domiciled and listed in the U.S. or developed markets of Western Europe and Asia. It is non-diversified.
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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