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SNOAX Snow Capital Opportunity A

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Fund SNOAX Snow Capital Opportunity A NSEIX Nicholas Equity Income I TRMCX T. Rowe Price Mid-Cap Value  
100% 86% 85%
Annual Fees
(1.50% Exp. Ratio)
(0.72% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.57% annual return
$32,287.25 $40,906.96 $39,929.54
Est. savings over 30 yrs +$8,619.71 +$7,642.29
As of 9/30/16
1 YR RETURN 8.56%
3 YR 1.56%
5 YR 12.39%
10 YR 4.60%
1 YR RETURN 15.19%
3 YR 7.53%
5 YR 14.23%
10 YR 9.68%
1 YR RETURN 19.73%
3 YR 10.59%
5 YR 16.27%
10 YR 8.55%
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 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.
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.

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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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