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FATJX Fidelity Advisor® Event Driven Opps C

15 lower fee alternatives found

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Fund FATJX Fidelity Advisor® Event Driven Opps C VTMSX Vanguard Tax-Managed Small Cap Adm VIOO Vanguard S&P Small-Cap 600 ETF  
Similarity
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100% 85% 85%
Annual Fees
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$251.59
(2.38% Exp. Ratio)
$11.63
(0.11% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$25,670.64 $51,160.30 $50,549.25
Est. savings over 30 yrs +$25,489.65 +$24,878.61
Return
As of 11/30/16
1 YR RETURN 13.37%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.92%
3 YR 8.79%
5 YR 16.03%
10 YR 8.73%
1 YR RETURN 16.50%
3 YR 8.68%
5 YR 15.99%
10 YR --
Description
The investment seeks capital appreciation. The fund primarily invests in common stocks. It invests in securities of companies whose value FMR believes is not fully recognized by the public. The fund invests in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. It is non-diversified.
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks included in the Standard & Poor's SmallCap 600 Index-an index that is made up of stocks of smaller U.S. companies-in approximately the same proportions as in the index. To improve tax efficiency, it may limit investments in index securities that have undesirable tax characteristics, and may continue to hold securities no longer included in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P SmallCap 600® Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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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