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CSCAX Cove Street Capital Small Cap Val Instl

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Fund CSCAX Cove Street Capital Small Cap Val Instl FSSPX Fidelity® Small Cap Index Investor JKJ iShares Morningstar Small-Cap  
100% 86% 85%
Annual Fees
(1.26% Exp. Ratio)
(0.19% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,202.97 $50,023.28 $49,128.97
Est. savings over 30 yrs +$13,820.31 +$12,926.00
As of 12/31/16
1 YR RETURN 16.24%
3 YR 4.04%
5 YR 14.19%
10 YR 6.13%
1 YR RETURN 21.37%
3 YR 6.82%
5 YR 14.45%
10 YR --
1 YR RETURN 23.42%
3 YR 8.07%
5 YR 14.87%
10 YR 7.40%
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a limited number of equity securities of small capitalization companies. The advisor considers a company to be a small-cap company if it has a market capitalization, at the time of purchase, in the range of $50 million to $5 billion. Although it will invest primarily in the equity securities of U.S. companies, the fund may also invest up to 20% of its assets in the securities of foreign companies, including common and preferred stocks.
The investment seeks to provide investment results that correspond to the total return of stocks of small-capitalization United States companies. The fund invests normally at least 80% of assets in securities included in the Russell 2000® Index. It lends securities to earn income.
The investment seeks to track the investment results of the Morningstar® Small Core IndexSM composed of small-capitalization U.S. equities. 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 small-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

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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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