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WEHIX Weitz Hickory

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Fund WEHIX Weitz Hickory PEXMX T. Rowe Price Extended Equity Market Idx LLSCX Longleaf Partners Small-Cap  
100% 90% 89%
Annual Fees
(1.24% Exp. Ratio)
(0.35% Exp. Ratio)
(0.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$36,530.22 $47,812.23 $40,375.21
Est. savings over 30 yrs +$11,282.00 +$3,844.98
As of 9/30/16
1 YR RETURN 11.14%
3 YR 3.06%
5 YR 11.93%
10 YR 5.41%
1 YR RETURN 12.88%
3 YR 7.31%
5 YR 16.37%
10 YR 8.22%
1 YR RETURN 24.09%
3 YR 9.00%
5 YR 16.49%
10 YR 8.70%
The investment seeks capital appreciation. The fund's investment strategy (which the managers call "value investing") is based on the manager's belief that stock prices fluctuate around the true value of a company. It invests the majority of its assets in the common stock of smaller and medium sized companies. Currently, the fund's manager considers smaller and medium sized companies to be issuers with a market capitalization of less than $10 billion at the time of initial purchase. The fund may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies.
The investment seeks to track the performance of a benchmark index that measures the investment return of small- and mid-capitalization U.S. stocks. The advisor attempts to match the investment return of small- and mid-capitalization U.S. stocks by seeking to match the performance of its benchmark index, the S&P Completion Index (S&P Index). The S&P Index consists of primarily small- and mid-capitalization stocks and generally includes those U.S. stocks that are not included in the Standard & Poor's 500 Stock Index.
The investment seeks long-term capital growth. The Small-Cap Fund normally invests at least 80% of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. 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.


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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