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NMVLX Nuance Mid Cap Value Institutional

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Fund NMVLX Nuance Mid Cap Value Institutional IVOV Vanguard S&P Mid-Cap 400 Value ETF PXMV PowerShares Russell Midcap Pure Val ETF  
100% 85% 86%
Annual Fees
(1.16% Exp. Ratio)
(0.20% Exp. Ratio)
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$35,754.76 $47,782.40 $45,127.36
Est. savings over 30 yrs +$12,027.64 +$9,372.60
As of 9/30/16
1 YR RETURN 16.50%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.60%
3 YR 9.07%
5 YR 17.11%
10 YR --
1 YR RETURN 20.08%
3 YR 10.38%
5 YR 18.73%
10 YR 6.99%
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 to track the performance of a benchmark index that measures the investment return of mid-capitalization value stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Value Index, which represents the value companies, as determined by the index sponsor, of the S&P MidCap 400 Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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.

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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.

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Yes, funds and ETFs charge fees

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