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CHTTX AMG Managers Fairpointe Mid Cap N

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Fund CHTTX AMG Managers Fairpointe Mid Cap N IVOV Vanguard S&P Mid-Cap 400 Value ETF  
Similarity
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100% 92%
Annual Fees
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$117.19
(1.11% Exp. Ratio)
$21.12
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$36,485.45 $48,024.70
Est. savings over 30 yrs +$11,539.25
Return
As of 11/30/16
1 YR RETURN 16.25%
3 YR 7.73%
5 YR 15.32%
10 YR 9.79%
1 YR RETURN 17.57%
3 YR 9.93%
5 YR 15.63%
10 YR --
Description
The investment seeks long-term total return through capital appreciation by investing primarily in common and preferred stocks and convertible securities. The fund invests at least 80% of its assets in stocks of mid-cap companies with an improving revenue and earnings growth outlook. The manager defines a mid-cap company as one having a market capitalization of between $1 and $15 billion at the time of acquisition. The sub-adviser selects stocks based on bottom-up fundamental analysis. Important investment criteria include: Focused business franchise with ability to grow market share, Attractive valuation, Low relative leverage, and Experienced management.
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization value stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Value Index, which represents the value companies, as determined by the index sponsor, of the S&P MidCap 400 Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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.

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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