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ISMOX Voya MidCap Opportunities Port S

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Fund ISMOX Voya MidCap Opportunities Port S IVOG Vanguard S&P Mid-Cap 400 Growth ETF CMIDX Congress Mid Cap Growth Retail  
100% 91% 89%
Annual Fees
(1.06% Exp. Ratio)
(0.20% Exp. Ratio)
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$37,602.75 $48,750.45 $38,292.90
Est. savings over 30 yrs +$11,147.70 +$690.15
As of 9/30/16
1 YR RETURN 12.14%
3 YR 7.54%
5 YR 14.27%
10 YR 10.12%
1 YR RETURN 12.59%
3 YR 9.06%
5 YR 15.40%
10 YR --
1 YR RETURN 12.96%
3 YR 9.27%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in common stock of mid-sized U.S. companies. The Portfolio normally invests in companies that the sub-adviser ("Sub-Adviser") believes have above average prospects for growth. For this Portfolio, the Sub-Adviser defines mid-sized companies as those companies with market capitalizations that fall within the range of companies in the Russell Midcap® Growth Index at the time of purchase.
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 long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid‑size market capitalization. The adviser defines mid-size market capitalization as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Mid Cap Growth 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.


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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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