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JIMSX JHFunds2 Mid Cap Stock 1

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Fund JIMSX JHFunds2 Mid Cap Stock 1 FMCSX Fidelity® Mid-Cap Stock RPMGX T. Rowe Price Mid-Cap Growth  
100% 85% 88%
Annual Fees
(0.92% Exp. Ratio)
(0.73% Exp. Ratio)
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$39,142.02 $41,457.58 $40,959.35
Est. savings over 30 yrs +$2,315.56 +$1,817.33
As of 12/31/16
1 YR RETURN 0.61%
3 YR 3.75%
5 YR 13.12%
10 YR 6.47%
1 YR RETURN 14.94%
3 YR 6.07%
5 YR 13.77%
10 YR 7.29%
1 YR RETURN 6.30%
3 YR 8.63%
5 YR 14.86%
10 YR 10.07%
The investment seeks long-term growth and capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium-sized companies with significant capital appreciation potential. For the fund, "medium-sized companies" are those with market capitalizations within the collective market capitalization range of companies represented in either the Russell Mid Cap Index or the S&P Mid Cap 400 Index. It may invest up to 25% of its total assets in foreign securities, including emerging market securities.
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It potentially invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
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.

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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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