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FMIVX Virtus Contrarian Value A

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Fund FMIVX Virtus Contrarian Value A IWS iShares Russell Mid-Cap Value DVY iShares Select Dividend  
Similarity
?
100% 85% 90%
Annual Fees
?
$148.86
(1.41% Exp. Ratio)
$26.39
(0.25% Exp. Ratio)
$41.18
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$33,273.81 $47,261.08 $45,311.11
Est. savings over 30 yrs +$13,987.27 +$12,037.30
Return
As of 10/31/16
1 YR RETURN 4.50%
3 YR 0.29%
5 YR 8.58%
10 YR 4.52%
1 YR RETURN 7.59%
3 YR 7.73%
5 YR 13.82%
10 YR 7.02%
1 YR RETURN 13.02%
3 YR 9.89%
5 YR 13.81%
10 YR 5.83%
Description
The investment seeks long-term growth of capital. Using a contrarian investment approach, the subadviser searches for successful business segments buried in distressed or restructuring companies. The subadviser targets established companies that, based on independent research, are believed to offer promising future growth prospects. Extensive valuation and security analysis provides the basis for construction of a concentrated portfolio designed to have low turnover. The fund typically invests in the securities of medium to large capitalization companies, but it is not limited to investing in the securities of companies of any particular size.
The investment seeks to track the investment results of the Russell Midcap Value Index, which measures the performance of the mid-capitalization value sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track the investment results of the Dow Jones U.S. Select Dividend Index composed of relatively high dividend paying U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of a selected group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time.

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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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