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VEVIX Victory Sycamore Established Value I

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Fund VEVIX Victory Sycamore Established Value I XMLV PowerShares S&P MidCap Low Volatil ETF  
100% 89%
Annual Fees
(0.63% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$41,894.67 $46,977.21
Est. savings over 30 yrs +$5,082.54
As of 12/31/16
1 YR RETURN 21.00%
3 YR 11.15%
5 YR 15.82%
10 YR 10.03%
1 YR RETURN 21.60%
3 YR 14.84%
5 YR --
10 YR --
The investment seeks long-term capital growth by investing primarily in common stocks. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets in equity securities of companies with market capitalizations, at the time of purchase, within the range of companies comprising the Russell MidCap® Value Index. The fund may invest a portion of its assets in equity securities of foreign companies traded on U.S. exchanges, including American and Global Depositary Receipts (ADRs and GDRs).
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P MidCap 400® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 80 securities that it has determined have the lowest volatility over the past 12 months out of the 400 medium capitalization range securities that are contained in the S&P MidCap 400® Index. It is non-diversified.

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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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