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MERBX Madison Mid Cap B

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Fund MERBX Madison Mid Cap B FMCSX Fidelity® Mid-Cap Stock GTSGX Madison Mid Cap Y  
Similarity
?
100% 89% 100%
Annual Fees
?
$227.08
(2.15% Exp. Ratio)
$77.10
(0.73% Exp. Ratio)
$103.51
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$26,864.89 $41,390.52 $38,374.96
Est. savings over 30 yrs +$14,525.63 +$11,510.06
Return
As of 10/31/16
1 YR RETURN 2.38%
3 YR 5.73%
5 YR 11.03%
10 YR 6.40%
1 YR RETURN 4.85%
3 YR 6.22%
5 YR 12.34%
10 YR 6.96%
1 YR RETURN 3.50%
3 YR 6.79%
5 YR 11.91%
10 YR 6.95%
Description
The investment seeks long-term capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of "midsize" companies (for this purpose, "midsize" is defined as those companies with market capitalizations of between $500 million and $40 billion). Under normal market conditions, the fund will maintain at least 80% of its net assets (including borrowings for investment purposes) in such mid cap securities.
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 capital appreciation. The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of "midsize" companies (for this purpose, "midsize" is defined as those companies with market capitalizations of between $500 million and $40 billion). Under normal market conditions, the fund will maintain at least 80% of its net assets (including borrowings for investment purposes) in such mid cap securities.

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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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