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HWMCX Hotchkis & Wiley Mid-Cap Value C

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Fund HWMCX Hotchkis & Wiley Mid-Cap Value C JKI iShares Morningstar Mid-Cap Value DON WisdomTree MidCap Dividend ETF  
100% 85% 85%
Annual Fees
(2.02% Exp. Ratio)
(0.30% Exp. Ratio)
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$27,509.00 $46,366.73 $45,263.47
Est. savings over 30 yrs +$18,857.73 +$17,754.47
As of 9/30/16
1 YR RETURN 7.03%
3 YR 3.07%
5 YR 17.71%
10 YR 5.89%
1 YR RETURN 20.01%
3 YR 11.04%
5 YR 18.48%
10 YR 7.94%
1 YR RETURN 20.80%
3 YR 12.40%
5 YR 17.84%
10 YR 8.79%
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 to track the investment results of the Morningstar® Mid Value IndexSM composed of mid-capitalization U.S. equities that exhibit value characteristics. 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 stocks issued by mid-capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
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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