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ATHAX American Century Heritage A

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Fund ATHAX American Century Heritage A IVOG Vanguard S&P Mid-Cap 400 Growth ETF FAD First Trust Multi Cap Gr AlphaDEX® ETF  
100% 91% 90%
Annual Fees
(1.25% Exp. Ratio)
(0.20% Exp. Ratio)
(0.66% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$35,526.95 $48,793.39 $42,478.53
Est. savings over 30 yrs +$13,266.44 +$6,951.58
As of 9/30/16
1 YR RETURN 8.34%
3 YR 6.98%
5 YR 13.44%
10 YR 9.83%
1 YR RETURN 12.59%
3 YR 9.06%
5 YR 15.40%
10 YR --
1 YR RETURN 12.01%
3 YR 9.25%
5 YR 15.13%
10 YR --
The investment seeks long-term capital growth. The fund normally invests in stocks of medium-sized and smaller companies that the adviser believes will increase in value over time, using an investment strategy developed by the fund's investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that, over the long term, stock price movements follow growth in earnings and revenues.
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P MidCap 400 Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of the Nasdaq AlphaDEX(R) Multi Cap Growth Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to select growth stocks from the NASDAQ US 500 Large Cap Index, NASDAQ US 600 Mid Cap Index and NASDAQ US 700 Small Cap Index that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology.

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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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