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HFMCX Hartford MidCap A

3 lower fee alternatives found

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Fund HFMCX Hartford MidCap A RPMGX T. Rowe Price Mid-Cap Growth JAENX Janus Enterprise T  
Similarity
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100% 92% 89%
Annual Fees
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$120.41
(1.14% Exp. Ratio)
$81.33
(0.77% Exp. Ratio)
$97.17
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,557.66 $40,893.09 $39,078.70
Est. savings over 30 yrs +$4,335.43 +$2,521.04
Return
As of 10/31/16
1 YR RETURN -0.79%
3 YR 7.15%
5 YR 13.37%
10 YR 8.00%
1 YR RETURN 1.01%
3 YR 9.02%
5 YR 13.53%
10 YR 9.92%
1 YR RETURN 6.05%
3 YR 9.57%
5 YR 13.74%
10 YR 9.25%
Description
The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (including any borrowings for investment purposes) in a diversified portfolio of common stocks of mid-cap companies whose earnings T. Rowe Price expects to grow at a faster rate than the average company. The advisor defines 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. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives.
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.

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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