Investment Test Drive

ATIRX Invesco Select Companies R

2 lower fee alternatives found

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Fund ATIRX Invesco Select Companies R PVIVX Paradigm Micro-Cap ASCTX AMG Managers Silvercrest Small Cap N  
Similarity
?
100% 85% 86%
Annual Fees
?
$153.28
(1.45% Exp. Ratio)
$132.14
(1.25% Exp. Ratio)
$147.99
(1.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$34,115.12 $36,254.43 $34,638.21
Est. savings over 30 yrs +$2,139.32 +$523.09
Return
As of 11/30/16
1 YR RETURN 17.52%
3 YR 4.85%
5 YR 9.60%
10 YR 7.75%
1 YR RETURN 19.78%
3 YR 5.12%
5 YR 12.20%
10 YR --
1 YR RETURN 18.24%
3 YR 8.64%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The fund generally invests in equity securities of small-capitalization issuers. It may invest up to 10% of its net assets in fixed-income securities such as investment-grade debt securities and longer-term U.S. government securities. The fund may invest up to 25% of its net assets in foreign securities. It may at times invest a significant amount of its assets in cash and cash equivalents.
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index as of the most recent reconstitution date. It may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. The fund's managers consider companies with market capitalizations below $3 billion at the time of acquisition to be small-cap. The subadviser invests in companies that the advisor believes to be undervalued at the time of purchase.

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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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