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CMAFX CM Advisors

2 lower fee alternatives found

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Fund CMAFX CM Advisors TRMCX T. Rowe Price Mid-Cap Value TAMVX T. Rowe Price Mid-Cap Value Adv  
Similarity
?
100% 85% 85%
Annual Fees
?
$149.92
(1.42% Exp. Ratio)
$84.46
(0.80% Exp. Ratio)
$110.86
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$33,172.71 $40,037.48 $37,118.51
Est. savings over 30 yrs +$6,864.77 +$3,945.80
Return
As of 10/31/16
1 YR RETURN 10.79%
3 YR -5.62%
5 YR 2.51%
10 YR -0.03%
1 YR RETURN 11.22%
3 YR 8.45%
5 YR 13.64%
10 YR 7.98%
1 YR RETURN 10.94%
3 YR 8.17%
5 YR 13.36%
10 YR 7.73%
Description
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies that the Advisor believes are undervalued. It typically invests in common stocks, although the fund may also invest in other equity securities (e.g., preferred stocks, convertible bonds, convertible preferred stocks, and warrants). In addition, the fund retains the flexibility to invest in fixed income securities or cash or cash equivalents when the Advisor believes they offer more attractive opportunities.
The investment seeks to provide long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in companies whose market capitalization (number of shares outstanding multiplied by share price), at the time of purchase, falls within the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value Index.
The investment seeks to provide long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in companies whose market capitalization (number of shares outstanding multiplied by share price), at the time of purchase, falls within the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value 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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