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SNOAX Snow Capital Opportunity A

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Fund SNOAX Snow Capital Opportunity A TRMCX T. Rowe Price Mid-Cap Value MCMVX Monongahela All Cap Value  
Similarity
?
100% 85% 88%
Annual Fees
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$158.37
(1.50% Exp. Ratio)
$84.46
(0.80% Exp. Ratio)
$89.74
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$32,407.66 $40,078.45 $39,476.84
Est. savings over 30 yrs +$7,670.79 +$7,069.17
Return
As of 11/30/16
1 YR RETURN 10.89%
3 YR 0.35%
5 YR 11.08%
10 YR 4.57%
1 YR RETURN 18.49%
3 YR 10.60%
5 YR 15.60%
10 YR 8.41%
1 YR RETURN 17.18%
3 YR 7.01%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation and protection of investment principal. The fund invests in domestic equity securities, including common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds ("ETFs") that invest in equity securities. It may invest in securities of companies of any size. In addition to domestic securities, the fund may have up to 25% of its net assets invested directly or indirectly in foreign securities, including investments in emerging markets.
The investment seeks to provide long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in companies whose market capitalization (number of shares outstanding multiplied by share price), at the time of purchase, falls within the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value Index.
The investment seeks total return through long-term capital appreciation and income. The fund seeks to achieve its investment objective by investing primarily in a portfolio of domestic equity securities, which primarily consist of common and preferred stocks and securities convertible into common stocks, of companies of any market capitalization. It may invest up to 30% of its assets in fixed-income securities whose returns the Adviser believes will provide comparable returns to the equities in which the fund invests.

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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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