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NSCQX Nuveen NWQ Small-Cap Value R3

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Fund NSCQX Nuveen NWQ Small-Cap Value R3 IJR iShares Core S&P Small-Cap DGRS WisdomTree US SmallCap Qual Div Gr ETF  
100% 89% 90%
Annual Fees
(1.57% Exp. Ratio)
(0.07% Exp. Ratio)
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$32,954.19 $51,875.55 $47,258.75
Est. savings over 30 yrs +$18,921.36 +$14,304.56
As of 9/30/16
1 YR RETURN 18.13%
3 YR 7.62%
5 YR 16.88%
10 YR 6.21%
1 YR RETURN 18.14%
3 YR 9.01%
5 YR 17.82%
10 YR 8.64%
1 YR RETURN 21.01%
3 YR 8.03%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in either the Russell 2000® Value Index or the Standard & Poor's SmallCap 600 Index. It invests primarily in U.S. equity securities, but it may invest up to 35% of its net assets in non-U.S. equity securities, including up to 10% of its net assets in equity securities of companies located in emerging market countries.
The investment seeks to track the investment results of the S&P SmallCap 600® (the "underlying index"), which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
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.

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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