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JODIX JOHCM US Small Mid Cap Equity I

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Fund JODIX JOHCM US Small Mid Cap Equity I MDYG SPDR® S&P 400 Mid Cap Growth ETF FMCSX Fidelity® Mid-Cap Stock  
100% 94% 86%
Annual Fees
(1.09% Exp. Ratio)
(0.15% Exp. Ratio)
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$37,295.02 $49,532.11 $41,589.67
Est. savings over 30 yrs +$12,237.09 +$4,294.65
As of 9/30/16
1 YR RETURN 12.64%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.66%
3 YR 9.12%
5 YR 15.41%
10 YR 9.80%
1 YR RETURN 12.85%
3 YR 7.74%
5 YR 15.01%
10 YR 7.46%
The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its assets (net assets plus the amount of borrowings for investment purposes) in U.S. equity securities with small and medium market capitalizations. Equity securities consist of common and preferred stock, rights and warrants. Small and medium capitalization companies generally are defined as companies with market capitalizations, at the time or purchase, below U.S. $10 billion or in the range of those market capitalizations of companies included in the Russell 2500 Index at the time of purchase.
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 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.

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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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