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HDSMX Hodges Small-Mid Cap Retail

3 lower fee alternatives found

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Fund HDSMX Hodges Small-Mid Cap Retail TARKX Tarkio CIPMX Champlain Mid Cap Adv  
Similarity
?
100% 85% 89%
Annual Fees
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$148.92
(1.41% Exp. Ratio)
$105.62
(1.00% Exp. Ratio)
$126.74
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$33,661.74 $38,124.69 $35,880.53
Est. savings over 30 yrs +$4,462.96 +$2,218.79
Return
As of 11/30/16
1 YR RETURN 11.22%
3 YR --
5 YR --
10 YR --
1 YR RETURN 24.32%
3 YR 10.45%
5 YR 15.53%
10 YR --
1 YR RETURN 13.06%
3 YR 9.43%
5 YR 14.11%
10 YR --
Description
The investment seeks long-term capital appreciation through investments in the common stock of small and mid-capitalization companies. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-sized ("small-mid") capitalization companies. The adviser defines small-mid capitalization companies as those whose market capitalizations, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2500® Index.
The investment seeks long-term growth of capital. The fund, under normal market conditions, invests primarily in common stock of U.S. companies that are selected for their long-term appreciation potential. To a significantly lesser extent, it may invest in fixed income securities (including debt securities that could be viewed as "junk bonds") and securities of foreign issuers, including issuers in emerging markets using the same fundamental research approach based on quality and price. The fund is non-diversified.
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

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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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