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GAMIX Goodwood SMID Long/Short Instl

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Fund GAMIX Goodwood SMID Long/Short Instl BERWX Berwyn RYRHX Rydex Russell 2000 H  
Similarity
?
100% 85% 85%
Annual Fees
?
$181.83
(1.72% Exp. Ratio)
$130.03
(1.23% Exp. Ratio)
$169.14
(1.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$31,470.60 $36,534.41 $32,644.01
Est. savings over 30 yrs +$5,063.82 +$1,173.41
Return
As of 12/31/16
1 YR RETURN 11.39%
3 YR -3.74%
5 YR 6.01%
10 YR --
1 YR RETURN 29.39%
3 YR 1.84%
5 YR 11.19%
10 YR 7.01%
1 YR RETURN 19.03%
3 YR 4.85%
5 YR 12.49%
10 YR 5.32%
Description
The investment seeks capital appreciation. The fund invests primarily in a portfolio of common stocks of companies that the fund's investment advisor believes have above-average future growth potential relative to their peers, using risk adjusted metrics as a comparative baseline. It will invest, under normal circumstances, at least 80% of net assets, in small and mid-cap companies (those with market capitalizations of less than $15 billion) traded on any United States stock exchange or over-the-counter market ("Universe").
The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The fund will primarily invest in equity securities of domestic issuers. The principal strategy of the fund is to achieve long-term growth through investments in equity securities that the fund's investment advisor believes are undervalued. The advisor believes finding value in the marketplace is dependent upon many factors, including the level of inflation, price-to earnings ratios, interest rates, stock market psychology and political factors. The fund is non-diversified.
The investment seeks to provide investment results that match, before fees and expenses, the performance of the Russell 2000® Index on a daily basis. The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The fund 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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