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THPMX Thompson MidCap

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Fund THPMX Thompson MidCap EWMC Guggenheim S&P MidCap 400® Equal Wt ETF TMSIX Thrivent Mid Cap Stock S  
Similarity
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100% 93% 90%
Annual Fees
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$132.08
(1.25% Exp. Ratio)
$43.32
(0.41% Exp. Ratio)
$75.02
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$35,783.10 $46,135.66 $42,143.45
Est. savings over 30 yrs +$10,352.57 +$6,360.36
Return
As of 11/30/16
1 YR RETURN 13.82%
3 YR 6.49%
5 YR 13.39%
10 YR --
1 YR RETURN 15.77%
3 YR 8.79%
5 YR 14.33%
10 YR --
1 YR RETURN 21.76%
3 YR 13.64%
5 YR 16.74%
10 YR 8.73%
Description
The investment seeks a high level of long-term capital appreciation by investing in securities of medium-sized companies. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of medium-sized companies that at the time of purchase fall within the 12-month average of the capitalization ranges of stocks in the Russell Midcap Index. Its equity investments included within this 80% may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs).
The investment seeks to correspond as closely as possible, before fees and expenses, to the price and yield performance of the S&P MidCap 400® Equal Weight Index (the "underlying index"). The fund invests primarily in equity securities to meet its investment objective of replicating the underlying index as closely as possible, before fees and expenses. The underlying index is an unmanaged equal weighted version of the S&P MidCap 400 ® Index, which measures the performance of the mid-cap segment of the U.S. equity universe. The fund 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.

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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