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BARIX Baron Asset Instl

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Fund BARIX Baron Asset Instl PRDMX T. Rowe Price Diversified Mid Cap Growth JAENX Janus Enterprise T  
100% 87% 88%
Annual Fees
(1.04% Exp. Ratio)
(0.87% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$37,831.45 $39,830.49 $39,232.17
Est. savings over 30 yrs +$1,999.03 +$1,400.72
As of 9/30/16
1 YR RETURN 11.44%
3 YR 9.02%
5 YR 15.61%
10 YR 7.51%
1 YR RETURN 11.52%
3 YR 9.31%
5 YR 16.06%
10 YR 8.84%
1 YR RETURN 16.96%
3 YR 11.72%
5 YR 16.91%
10 YR 10.03%
The investment seeks capital appreciation through long-term investments primarily in securities of mid-sized companies with undervalued assets or favorable growth prospects. The fund invests for the long term primarily in equity securities in the form of common stock of mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in a broadly diversified portfolio of common stocks of mid-cap growth companies. T. Rowe Price expects the earnings of these companies to grow at a faster rate than the average company. The managers define mid-cap companies as those whose market capitalization falls within the range of either the S&P MidCap 400 Index or the Russell Midcap Growth Index.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

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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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