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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 TARKX Tarkio  
Similarity
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100% 89%
Annual Fees
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$115.12
(1.09% Exp. Ratio)
$105.62
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,098.52 $38,124.69
Est. savings over 30 yrs +$1,026.17
Return
As of 11/30/16
1 YR RETURN 10.20%
3 YR --
5 YR --
10 YR --
1 YR RETURN 24.32%
3 YR 10.45%
5 YR 15.53%
10 YR --
Description
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 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.

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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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