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LSHUX Horizon Spin-off & Corp Restructuring I

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Fund LSHUX Horizon Spin-off & Corp Restructuring I FMCSX Fidelity® Mid-Cap Stock TARKX Tarkio  
Similarity
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100% 86% 85%
Annual Fees
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$141.54
(1.34% Exp. Ratio)
$77.11
(0.73% Exp. Ratio)
$105.63
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$34,458.52 $41,457.58 $38,204.91
Est. savings over 30 yrs +$6,999.06 +$3,746.39
Return
As of 12/31/16
1 YR RETURN 12.08%
3 YR -1.79%
5 YR 11.39%
10 YR --
1 YR RETURN 14.94%
3 YR 6.07%
5 YR 13.77%
10 YR 7.29%
1 YR RETURN 28.50%
3 YR 8.75%
5 YR 16.63%
10 YR --
Description
The investment seeks to achieve long-term growth of capital. The fund will pursue its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, parents of any such companies, and publicly traded shareholder activist holding companies which, by way of their shareholder ownership in other companies, have caused such other companies to undergo spin-offs and other forms of corporate restructurings. It may invest in any size company, including small- and medium-sized companies. 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.
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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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".

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