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GSVIX GE Instl Small-Cap Equity Inv

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Fund GSVIX GE Instl Small-Cap Equity Inv DGRS WisdomTree US SmallCap Qual Div Gr ETF  
100% 89%
Annual Fees
(0.89% Exp. Ratio)
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$40,498.40 $47,239.98
Est. savings over 30 yrs +$6,741.58
As of 9/30/16
1 YR RETURN 18.24%
3 YR 7.36%
5 YR 16.01%
10 YR 8.02%
1 YR RETURN 21.01%
3 YR 8.03%
5 YR --
10 YR --
The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in equity securities of small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of investment, falls between (a) the bottom range of the Russell 2000® Index and (b) the greater of either the top range of the Russell 2000® Index or $3.0 billion.
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.

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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.

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