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HNMDX Heartland Mid Cap Value Institutional

5 lower fee alternatives found

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Fund HNMDX Heartland Mid Cap Value Institutional XMLV PowerShares S&P MidCap Low Volatil ETF DON WisdomTree MidCap Dividend ETF  
100% 90% 91%
Annual Fees
(0.99% Exp. Ratio)
(0.25% Exp. Ratio)
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$37,646.41 $47,069.42 $45,263.47
Est. savings over 30 yrs +$9,423.01 +$7,617.06
As of 9/30/16
1 YR RETURN 20.11%
3 YR --
5 YR --
10 YR --
1 YR RETURN 21.70%
3 YR 15.17%
5 YR --
10 YR --
1 YR RETURN 20.80%
3 YR 12.40%
5 YR 17.84%
10 YR 8.79%
The investment seeks long-term capital appreciation and modest current income. Under normal circumstances, at least 80% of the fund's net assets are invested in equity securities of mid-capitalization companies. It invests primarily in a concentrated number (generally 30 to 60) of mid-capitalization equity securities selected on a value basis and whose current market prices, in Heartland Advisors' judgment, are undervalued relative to their intrinsic value.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P MidCap 400® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 80 securities that it has determined have the lowest volatility over the past 12 months out of the 400 medium capitalization range securities that are contained in the S&P MidCap 400® Index. It is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

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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.


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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