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NMAVX Nuance Mid Cap Value Investor

15 lower fee alternatives found

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Fund NMAVX Nuance Mid Cap Value Investor PXMV PowerShares Russell Midcap Pure Val ETF JMCVX Perkins Mid Cap Value T  
Similarity
?
100% 85% 89%
Annual Fees
?
$125.64
(1.19% Exp. Ratio)
$41.18
(0.39% Exp. Ratio)
$65.46
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$35,574.89 $45,311.11 $42,275.26
Est. savings over 30 yrs +$9,736.23 +$6,700.38
Return
As of 10/31/16
1 YR RETURN 6.07%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.60%
3 YR 8.15%
5 YR 15.06%
10 YR 6.42%
1 YR RETURN 7.94%
3 YR 6.11%
5 YR 9.76%
10 YR 6.57%
Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued by mid-capitalization companies. It invests primarily in common stocks of companies organized in the United States that the Adviser believes are high quality, though temporarily out of favor. The fund typically invests in a portfolio of 50 to 90 companies. The Adviser defines mid capitalization companies as companies within the range of the capitalization of companies constituting 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 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.

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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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