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SIPIX SEI Mid-Cap I (SIMT)

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Fund SIPIX SEI Mid-Cap I (SIMT) IJH iShares Core S&P Mid-Cap KNOW Direxion All Cap Insider Sentiment ETF  
Similarity
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100% 89% 88%
Annual Fees
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$126.79
(1.20% Exp. Ratio)
$7.40
(0.07% Exp. Ratio)
$68.68
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$36,323.43 $51,092.26 $42,905.66
Est. savings over 30 yrs +$14,768.83 +$6,582.24
Return
As of 11/30/16
1 YR RETURN 10.93%
3 YR 8.83%
5 YR 14.61%
10 YR 6.48%
1 YR RETURN 13.16%
3 YR 9.27%
5 YR 14.65%
10 YR 8.76%
1 YR RETURN 12.37%
3 YR 12.28%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of medium-sized companies.
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 investment results before fees and expenses that track the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index. The index is composed of 100 stocks selected from the S&P 1500® by Sabrient Systems LLC using a quantitative methodology. It is non-diversified.

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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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