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JODMX JOHCM US Small Mid Cap Equity Instl

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Fund JODMX JOHCM US Small Mid Cap Equity Instl FMCSX Fidelity® Mid-Cap Stock CFAGX Commerce MidCap Growth  
100% 86% 90%
Annual Fees
(0.99% Exp. Ratio)
(0.73% Exp. Ratio)
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,444.03 $41,590.85 $39,506.33
Est. savings over 30 yrs +$3,146.82 +$1,062.30
As of 9/30/16
1 YR RETURN 12.85%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.85%
3 YR 7.74%
5 YR 15.01%
10 YR 7.46%
1 YR RETURN 13.95%
3 YR 10.47%
5 YR 15.20%
10 YR 7.50%
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 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 capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in mid-cap issuers. These issuers will have public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Growth® Index at the time of investment. It invests principally in stock of companies that have had below-average price volatility in the past.

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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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