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CHAMX Chase Mid Cap Growth N

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Fund CHAMX Chase Mid Cap Growth N MDYG SPDR® S&P 400 Mid Cap Growth ETF IVOG Vanguard S&P Mid-Cap 400 Growth ETF  
Similarity
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100% 94% 94%
Annual Fees
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$140.47
(1.33% Exp. Ratio)
$15.84
(0.15% Exp. Ratio)
$21.12
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$34,490.89 $49,271.14 $48,536.31
Est. savings over 30 yrs +$14,780.25 +$14,045.42
Return
As of 11/30/16
1 YR RETURN 4.29%
3 YR 4.47%
5 YR 10.89%
10 YR 7.89%
1 YR RETURN 8.20%
3 YR 8.18%
5 YR 13.32%
10 YR 9.19%
1 YR RETURN 8.14%
3 YR 8.11%
5 YR 13.30%
10 YR --
Description
The investment seeks capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of companies with medium market capitalizations (a "mid-cap company"). The Adviser generally considers a mid-cap company to be one that has a market capitalization of between $1 billion and $20 billion. The fund may invest a portion of its assets in non-U.S. issuers through the use of depositary receipts, such as American Depository Receipts ("ADRs").
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Growth Index that tracks the performance of medium capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the mid-capitalization growth segment of the U.S. equity market. The fund is non-diversified.
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.

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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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