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WIMCX Westcore Mid-Cap Value Dividend Instl

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Fund WIMCX Westcore Mid-Cap Value Dividend Instl JKI iShares Morningstar Mid-Cap Value DON WisdomTree MidCap Dividend ETF  
Similarity
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100% 94% 91%
Annual Fees
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$107.69
(1.02% Exp. Ratio)
$31.67
(0.30% Exp. Ratio)
$40.12
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$37,495.94 $46,603.18 $45,494.29
Est. savings over 30 yrs +$9,107.24 +$7,998.35
Return
As of 11/30/16
1 YR RETURN 15.72%
3 YR 10.93%
5 YR 14.64%
10 YR 6.19%
1 YR RETURN 20.29%
3 YR 11.01%
5 YR 17.54%
10 YR 7.88%
1 YR RETURN 15.97%
3 YR 11.53%
5 YR 16.09%
10 YR 8.37%
Description
The investment seeks to achieve long-term capital appreciation by investing primarily in dividend-paying, medium-sized companies whose stocks appear to be undervalued. The fund emphasizes investments in medium-sized, dividend-paying companies that the portfolio management team believes to be undervalued based upon various financial measures/ratios and rigorous company-specific research and analysis. Under normal circumstances, at least eighty percent (80%) of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in medium-sized, dividend-paying companies.
The investment seeks to track the investment results of the MorningstarĀ® Mid Value IndexSM composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund 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.

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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