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FARNX Fidelity® Event Driven Opportunities

2 lower fee alternatives found

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Fund FARNX Fidelity® Event Driven Opportunities DGRS WisdomTree US SmallCap Qual Div Gr ETF QLSCX Federated MDT Small Cap Core R6  
100% 85% 87%
Annual Fees
(1.14% Exp. Ratio)
(0.38% Exp. Ratio)
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$37,559.22 $47,260.09 $40,638.46
Est. savings over 30 yrs +$9,700.87 +$3,079.23
As of 9/30/16
1 YR RETURN 19.69%
3 YR --
5 YR --
10 YR --
1 YR RETURN 21.01%
3 YR 8.03%
5 YR --
10 YR --
1 YR RETURN 25.29%
3 YR 10.46%
5 YR 19.99%
10 YR 5.95%
The investment seeks capital appreciation. The fund primarily invests in common stocks. It invests in securities of companies that Fidelity Management & Research Company (FMR) believes are involved in a special situation event, which may include corporate reorganizations, changes in beneficial ownership, deletion from a market index, material changes in management structure or corporate strategy, or changes to capital structure. The fund invests in securities of companies whose value FMR believes is not fully recognized by the public. It invests in lower-quality debt securities. The fund is non-diversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. SmallCap Quality Dividend Growth Index. The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Under normal circumstances, at least 80% 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. It is non-diversified.
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. Under normal market conditions, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of small-cap companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

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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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