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MEFZX MassMutual Select Mid Cap Gr Eq II I

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Fund MEFZX MassMutual Select Mid Cap Gr Eq II I POAGX PRIMECAP Odyssey Aggressive Growth  
Similarity
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100% 86%
Annual Fees
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$79.21
(0.75% Exp. Ratio)
$65.48
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$41,121.22 $42,768.13
Est. savings over 30 yrs +$1,646.91
Return
As of 11/30/16
1 YR RETURN 3.88%
3 YR 9.46%
5 YR 14.48%
10 YR 9.47%
1 YR RETURN 12.04%
3 YR 11.20%
5 YR 20.24%
10 YR 11.62%
Description
The investment seeks growth of capital over the long-term. The fund invests primarily in equity securities of mid-capitalization companies that the fund's subadvisers believe offer the potential for long-term growth. It invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a broadly diversified portfolio of common stocks of mid-cap companies whose earnings the subadvisers expect to grow at a faster rate than the average company.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.

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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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