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NWKEX Nationwide HighMark Sm Cp Core Instl

2 lower fee alternatives found

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Fund NWKEX Nationwide HighMark Sm Cp Core Instl SMLV SPDR® Russell 2000 Low Volatility ETF QLSCX Federated MDT Small Cap Core R6  
Similarity
?
100% 91% 91%
Annual Fees
?
$110.99
(1.05% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
$93.02
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$38,524.26 $51,005.42 $40,560.11
Est. savings over 30 yrs +$12,481.16 +$2,035.85
Return
As of 11/30/16
1 YR RETURN 15.37%
3 YR 9.60%
5 YR 15.83%
10 YR --
1 YR RETURN 19.27%
3 YR 12.17%
5 YR --
10 YR --
1 YR RETURN 23.83%
3 YR 10.16%
5 YR 18.06%
10 YR 6.10%
Description
The investment seeks long-term capital appreciation. The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000 Index. The fund may invest up to 20% of its assets in foreign securities.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes small cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. The fund is non-diversified.
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

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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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