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WRESX Weitz Research

1 lower fee alternative found

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Fund WRESX Weitz Research PRDMX T. Rowe Price Diversified Mid Cap Growth  
100% 86%
Annual Fees
(0.92% Exp. Ratio)
(0.87% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$39,266.73 $39,865.57
Est. savings over 30 yrs +$598.84
As of 9/30/16
1 YR RETURN 8.81%
3 YR 4.98%
5 YR 11.40%
10 YR --
1 YR RETURN 11.52%
3 YR 9.31%
5 YR 16.06%
10 YR 8.84%
The investment seeks capital appreciation. The fund's investment strategy (which the managers call "value investing") is based on the manager's belief that stock prices fluctuate around the true value of a company. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. The fund may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies. It is non-diversified.
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in a broadly diversified portfolio of common stocks of mid-cap growth companies. T. Rowe Price expects the earnings of these companies to grow at a faster rate than the average company. The managers define mid-cap companies as those whose market capitalization falls within the range of either the S&P MidCap 400 Index or the Russell Midcap Growth Index.

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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.


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