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JCCIX JHancock Small Cap Core I

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Fund JCCIX JHancock Small Cap Core I PVIVX Paradigm Micro-Cap  
100% 91%
Annual Fees
(1.27% Exp. Ratio)
(1.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,090.07 $36,310.04
Est. savings over 30 yrs +$219.97
As of 9/30/16
1 YR RETURN 25.30%
3 YR --
5 YR --
10 YR --
1 YR RETURN 28.24%
3 YR 5.42%
5 YR 14.18%
10 YR --
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization companies. The fund's managers consider small-capitalization companies to be those within the capitalization range of the Russell 2000 Index, with a maximum capitalization of $6.47 billion as of December 31, 2015. The fund may invest up to 10% of its total assets in foreign securities including emerging-market securities and securities of non-U.S. companies traded on a U.S. exchange.
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index as of the most recent reconstitution date. It may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.

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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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