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WASIX Wasatch Strategic Income

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Fund WASIX Wasatch Strategic Income NSEIX Nicholas Equity Income I TRMCX T. Rowe Price Mid-Cap Value  
Similarity
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100% 86% 85%
Annual Fees
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$159.43
(1.51% Exp. Ratio)
$76.02
(0.72% Exp. Ratio)
$84.46
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$32,310.94 $41,061.85 $40,080.73
Est. savings over 30 yrs +$8,750.91 +$7,769.79
Return
As of 11/30/16
1 YR RETURN 2.22%
3 YR 3.70%
5 YR 9.69%
10 YR 5.29%
1 YR RETURN 7.49%
3 YR 5.81%
5 YR 12.31%
10 YR 8.88%
1 YR RETURN 18.49%
3 YR 10.60%
5 YR 15.60%
10 YR 8.41%
Description
The investment seeks current income; long-term growth of capital is a secondary consideration. The fund invests primarily in income-producing securities. It will invest the fund's assets in income-producing domestic and foreign securities, including equity securities and fixed income securities of companies of all market capitalizations. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, energy, financials, industrials and information technology.
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.

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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