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MFCCX Meridian Contrarian C

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Fund MFCCX Meridian Contrarian C BFOR Barron's 400 ETF FAMVX FAM Value Investor  
Similarity
?
100% 85% 87%
Annual Fees
?
$226.04
(2.14% Exp. Ratio)
$68.66
(0.65% Exp. Ratio)
$124.64
(1.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$26,979.55 $42,453.59 $36,159.61
Est. savings over 30 yrs +$15,474.05 +$9,180.07
Return
As of 12/31/16
1 YR RETURN 15.42%
3 YR 5.06%
5 YR 12.46%
10 YR 5.81%
1 YR RETURN 17.42%
3 YR 6.30%
5 YR --
10 YR --
1 YR RETURN 15.60%
3 YR 8.81%
5 YR 13.79%
10 YR 6.75%
Description
The investment seeks long-term growth of capital. The fund emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business's (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."
The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400SM Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the underlying index.
The investment seeks to maximize long-term return on capital. The fund advisor employs a "value approach" in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations. It may also invest in the securities of both domestic and foreign issuers and it may invest in shares of other investment companies, including exchange-traded funds ("ETFs").

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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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