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JVSCX Perkins Select Value C

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Fund JVSCX Perkins Select Value C JMCVX Perkins Mid Cap Value T NSEIX Nicholas Equity Income I  
100% 89% 86%
Annual Fees
(1.81% Exp. Ratio)
(0.69% Exp. Ratio)
(0.72% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$29,333.88 $41,223.15 $40,851.20
Est. savings over 30 yrs +$11,889.27 +$11,517.32
As of 9/30/16
1 YR RETURN 15.09%
3 YR 7.19%
5 YR --
10 YR --
1 YR RETURN 16.28%
3 YR 7.97%
5 YR 12.47%
10 YR 7.20%
1 YR RETURN 15.19%
3 YR 7.53%
5 YR 14.23%
10 YR 9.68%
The investment seeks capital appreciation. The fund primarily invests in the common stocks of companies of any size whose stock prices the portfolio managers believe to be undervalued. It may also invest in foreign securities, which may include investments in emerging markets. The fund may invest its assets in derivatives, which are instruments that have a value derived from, or directly linked to, an underlying asset, such as equity securities, fixed-income securities, commodities, currencies, interest rates, or market indices, as substitutes for securities in which the fund invests.
The investment seeks capital appreciation. The fund primarily invests in the common stocks of mid-sized companies whose stock prices the portfolio managers believe to be undervalued. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies whose market capitalization falls, at the time of purchase, within the 12-month average of the capitalization range of the Russell Midcap® Value Index. The fund may invest, under normal circumstances, up to 20% of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.
The investment seeks to produce reasonable income and the fund's secondary goal is moderate long-term growth. To achieve moderate long-term growth, the fund seeks a five-year return which approximates three-fourths of the average total return achieved over a five-year period on the S&P 500 Index. It invests in a diversified portfolio of income-producing equity securities (including common stocks, preferred stocks and convertible securities) and corporate and government fixed income investments (including notes, bonds and debentures). The fund invests, under normal market conditions, at least 80% of its net assets in equity securities.

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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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