Investment Test Drive

FMSVX FMC Strategic Value

1 lower fee alternative found

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Fund FMSVX FMC Strategic Value ADVSX Advisory Research Small Company Opps  
Similarity
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100% 85%
Annual Fees
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$126.86
(1.20% Exp. Ratio)
$123.69
(1.17% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,870.88 $37,208.23
Est. savings over 30 yrs +$337.35
Return
As of 12/31/16
1 YR RETURN 7.60%
3 YR -5.90%
5 YR 5.46%
10 YR 2.57%
1 YR RETURN 19.63%
3 YR 5.61%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies with small to medium market capitalizations (between $250 million and $5 billion) that the adviser believes are selling at a market price below their true value and offer the potential to increase in value. It will generally invest in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts.
The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small- and micro- cap companies. The fund's managers consider small- and micro- cap companies to be companies with market capitalizations within the ranges of those companies included in the Russell 2000 Index and the Russell Microcap® Index at the time of purchase. It is non-diversified.

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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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