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HWMAX Hotchkis & Wiley Mid-Cap Value A

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Fund HWMAX Hotchkis & Wiley Mid-Cap Value A PXMV PowerShares Russell Midcap Pure Val ETF SYLD Cambria Shareholder Yield ETF  
100% 85% 85%
Annual Fees
(1.27% Exp. Ratio)
(0.39% Exp. Ratio)
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.57% annual return
$34,616.45 $45,174.84 $42,531.49
Est. savings over 30 yrs +$10,558.39 +$7,915.04
As of 9/30/16
1 YR RETURN 7.84%
3 YR 3.84%
5 YR 18.59%
10 YR 6.60%
1 YR RETURN 20.08%
3 YR 10.38%
5 YR 18.73%
10 YR 6.99%
1 YR RETURN 10.19%
3 YR 8.18%
5 YR --
10 YR --
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of mid-capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap® Index.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Midcap® Pure Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is composed of securities selected from the Russell Midcap® Index, which includes the smallest 800 securities of the Russell 1000® Index, an index designed to measure the performance of the largest 1,000 companies in the U.S. equity market.
The investment seeks income and capital appreciation with an emphasis on income from investments in the U.S. equity market. The fund seeks to achieve its investment objective by investing primarily in equity securities that provide a high "shareholder yield." It will invest primarily in equity securities, including the common stock, of U.S. companies, though the fund may obtain a limited amount of foreign and emerging markets exposure through investments in American Depositary Receipts. Although the advisor generally expects to invest in companies with larger market capitalizations, it may invest in small- and mid-capitalization companies.

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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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