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FJPDX Fidelity Advisor® Event Driven Opps T

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Fund FJPDX Fidelity Advisor® Event Driven Opps T VSTCX Vanguard Strategic Small-Cap Equity Inv SMCIX Shelton S&P Smallcap Index Direct  
100% 88% 85%
Annual Fees
(1.88% Exp. Ratio)
(0.34% Exp. Ratio)
(0.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$29,956.55 $47,796.07 $42,363.69
Est. savings over 30 yrs +$17,839.51 +$12,407.14
As of 12/31/16
1 YR RETURN 18.85%
3 YR 8.58%
5 YR --
10 YR --
1 YR RETURN 20.64%
3 YR 8.77%
5 YR 16.45%
10 YR 7.62%
1 YR RETURN 25.03%
3 YR 9.36%
5 YR 16.43%
10 YR 8.66%
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 long-term capital appreciation. The fund invests in small-capitalization domestic equity securities based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers. The advisor does this by using a quantitative process to evaluate all of the securities in the benchmark, the MSCI US Small Cap 1750 Index, while seeking to maintain a risk profile similar to that of the index. At least 80% of its assets will be invested in small-cap equity securities.
The investment seeks to replicate the performance of small-sized U.S. companies as measured by the S&P SmallCap 600 Stock Index. The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The fund normally invests at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.

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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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